Register for the Tuesday, November 30 meeting

“Tax Planning in Uncertain Times”
With President Biden nearly one-year into his presidency and changes being discussed on many levels, we’ll explore solid strategies around financial, estate, and tax planning for 2021 and 2022, when the rules of the road may be changing at any time.

Our Speaker

George Forsythe
Managing Partner, WellsColeman
George has over 25 years of experience and serves as the Managing Partner of WellsColeman. George is a seasoned advisor to small and medium-sized businesses and their owners. George’s passion is inspiring small and medium-sized business leaders to achieve extraordinary results through strategic coaching. His clients benefit from his expertise in business lifecycle advisory planning, including succession planning, mergers and acquisitions, and the related income tax effects. In his role as Managing Partner, George focuses on continuous improvement for the firm, its leaders and firm clientele. Additionally, he oversees the firm’s information technology needs and consults with clients regarding their systems.