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Is the Estate Tax Sky Falling?
Please join attorney Mike Halliday of Morris Hall along with guest presenters Steven Leach and Tim Kerrigan of Clark Street Financial as they examine the American Families Plan and other Biden Administration proposals to significantly increase estate taxation and consider strategies to prepare for such potential tax code revisions

AZ time: 2pm
NM time: 3pm

Aug 12, 2021 02:00 PM in Arizona

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Speakers

Michael Halliday
Attorney at Law @Morris Hall, PLLC
Michael was born and raised in Mesa, AZ. He attended ASU, graduating Cum Laude with a Bachelor of Arts degree in Chinese. After graduation, he attended Willamette University, College of Law in Salem, OR. Michael maintained a successful practice for 10 years. He is a member of the Arizona State Bar and Oregon State Bar. He and his wife stay busy with 4 beautiful and healthy children and a rescue dachshund named Noodles.
Tim Kerrigan, J.D., M.B.A.
Owner & Principal @Clark Street Financial
Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals. To enhance the wealth-planning process.
Steven Leach
Wealth Counselor @Clark Street Financial
As a lawyer, business advisor and community leader, Steven saw firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and developing strategies required to achieve and protect that vision. Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. At Clark Street Financial, Steve focuses on strategies to mitigate risks, plan for tax-advantaged growth, preservation and transfer of wealth, and develop and implement strategies for executive compensation and retention, and business succession plans.