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7th Annual Hot Topics in Charitable Planning

January 14, 2021 at 4:30pm
Mark T. Weaver
Regional Parks Foundation

Mark Weaver is a featured panelist at the Regional Parks Foundation's 7th Annual Hot Topics in Charitable Planning Seminar virtual program, "Unpacking the Election Results: Assessing the Biden Tax Plan Following the Senate Vote in Georgia, and a Review of Property Tax Changes in California and Other Recent Developments."

Session Overview: 

  • Provide an overview and assess viability of the Biden tax plan – including potential compromise legislation – considering the configuration of the Senate following the run-off races in Georgia;
  • Discuss changes and give planning tips regarding the parent-to-child exclusion property tax regime in California resulting from the passage of Proposition 19; and
  • Look at developments in the individual and fiduciary income tax regimes over the past year, including major changes to retirement account rules as a result of the SECURE Act.

Panelists: 

  • Mark T. Weaver, Partner, Farella Braun + Martel LLP
  • Mary Kay Foss, CPA