Episode 265: How The Election & Pandemic Will Impact Your Estate Planning | Ohio Business Podcast | Rea CPA

Episode 265: How The Election & Pandemic Will Impact Your Estate Planning

Meet Inez

Inez is a principal on Rea's tax team where she primarily specializes in tax and estate planning, estate and trust compliance, and business and individual taxation. With more than 20 years in the accounting industry, Inez is actively involved in the Ohio Society of CPAs, the American Institute of CPAs, West Virginia Society of CPAs, the Ohio Board of Accountancy, the West Virginia Board of Accountancy, the Mid-Ohio Valley Estate Planning Council, and the Marietta Community Foundation. She serves clients from Rea's Marietta office. Click here to learn more about Inez.

It’s Time To Have Those Hard Conversations

With the long-lasting effects of the election and pandemic, you have to wonder how much this will make a mark on your future … or the legacy you wish to leave behind.

Inez Bowie, Principal at Rea & Associates, is here to talk about Estate Planning and how recent events may impact your plan.

What You’ll Hear

  • Recommendations for estate planning considerations regarding COVID-19
  • The changes we may see in Biden’s legislative proposal
  • Trends and development in estate planning

Learn More

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