Join us for a virtual discussion regarding the new administration’s proposed tax policy, the implications, and actions to consider today to prepare for these potential changes. During this session we will discuss:
- Personal Tax Implications
- Corporate Tax Implications
- Capital Gains Tax Implication
Elizabeth Herman, Federal Government Relations Director, JPMorgan Chase
- Elizabeth Herman is an Executive director with JPMorgan Chase U.S. Federal Government Relations. She is based in Washington, DC and leads the company’s work with Senate Democrats and specializes in tax and retirement policy, as well as other issues. Elizabeth joined the company in 2019 after almost a decade working on economic policy on Capitol Hill. During her time in the U.S. Senate, Elizabeth served as a lead staffer for work on the Senate Finance Committee, the Permanent Subcommittee on Investigations, and the Special Committee on Aging. She is a tax lawyer by trade, previously working for a senior member of the House Ways & Means Committee, and as an attorney in the derivatives and tax division of a large New York law firm. Education: New York University School of Law, LL.M University of Wisconsin Law School, J.D. Cornell University, B.S
Richard Schwartz, Wealth Advisor, J.P. Morgan Private Bank
- Richard M. Schwartz is a Wealth Advisor with J.P. Morgan Private Bank in Philadelphia, Pennsylvania. He is responsible for drawing upon the firm’s global resources to provide individuals and families with innovative strategies regarding estate and gift taxes, business succession, philanthropy and wealth preservation. To ensure proper coordination of clients’ personal and professional needs, he works directly with their attorneys, accountants and other outside advisors to create a holistic, integrated plan.