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State tax developments for private wealth: What matters now
Thursday, 23 July 2026 11:00 a.m. ET

Virtual - Dbriefs

CPE credits | Event language: English

23 Jul. 2026

Thursday, 11:00 a.m. ET | 1 Hr.

State tax developments for private wealth: What matters now

Learn more about

Legislationand Regulatory Change

Participants will analyze emerging tax proposals and their potential implications for multistate private wealth and individual tax planning.

Host: Eric Johnson, partner, Deloitte Tax LLP

Presenters:
Chris Campbell, principal, Deloitte Tax LLP
Mike Schlect, partner, Deloitte Tax LLP

1.0 Overview CPE credit | Taxes

Key takeaways:

State tax proposals are impacting the planning landscape for many high-net-worth individuals. This webcast will examine some of the latest developments and planning considerations arising from emerging wealth, millionaire, and surtax proposals. We’ll discuss:

  • The status and outlook for the California Billionaire Tax Act, New York’s Pied-à-Terre Tax, Washington state’s Millionaires Tax, and other state wealth tax proposals
  • Planning considerations related to residency, charitable giving, entity structures, valuation, and liquidity
  • Potential multistate tax implications of legislative trends and proposals in 2026