Virtual Year-End Planning Seminar 2021 Recording

During this seminar, we provided crucial information and discussions that will allow you to take control of your future and move forward with confidence. Gray, Gray & Gray Partners, Kelly BerardiDerek Rawls, and Brad Carlson presented a Tax Update, discussing the impact of proposed tax changes. A panel of thought leaders also covered a range of additional topics including newly emergent business opportunities, implications of the new economy on personal wealth, the red-hot M&A market, the new imperative for strategic thinking, and more. Panelists included:

  • Derrick Rebello– Partner, Gray, Gray & Gray
  • Bryan Pearce– Director of Strategic Business Planning, Gray, Gray & Gray
  • Dan Romano– Chief Executive Officer & Chief Compliance Officer, Gray Private Wealth
  • Harry Hanson– Partner, Feinberg Hanson
  • Paul Gabriel– Chief Executive Officer & Co-Founder, Environmental Partners

Personal wealth services are provided by Gray Private Wealth.

Webinar content is intended for educational purposes only. Webinars provide a brief summary based on our understanding and interpretation of current law.  All tax references are to federal tax law only, unless otherwise stated.  The information contained in the webinars is general in nature and is based on authorities that are subject to change.  It is not, and should not be construed as accounting, legal or tax advice or opinion provided by Gray, Gray & Gray, LLP.  The material presented may not be applicable to, or suitable for, specific circumstances or needs, and may require consideration of non-tax factors and tax factors not described herein.  Contact Gray, Gray & Gray or another tax professional prior to taking any action based upon this information.  Changes in tax laws or other factors could affect, on a prospective or retroactive basis the information contained herein; Gray, Gray & Gray assumes no obligation to inform the reader/webinar attendee of any such changes. The material presented is not intended to, and cannot be used to, avoid IRS penalties.  This material supports the marketing and promotion of accounting services.  Seek advice based on your particular circumstances from independent tax, legal accounting, insurance, investment and financial advisors.

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