AAEPC Luncheon: Don't Get Taxed Out: Navigating the New Rules
Anne Arundel Estate Planning Council Presents:
Don't Get Taxed Out: Navigating the New Rules
Recent tax law changes reshaped by the One Big Beautiful Bill Act have significant implications for individuals, businesses, and gift and estate tax planning. With a permanent increased estate tax exemption, income tax has become the new estate tax. Join us to learn how to maximize income tax planning strategies for your clients and their beneficiaries.
Wednesday, June 3, 2026
11:30 a.m. to 1:00 p.m.
Lures Bar and Grille
1397 Generals Hwy, Crownsville, MD 21032
Click HERE to Register
$45 2026 AAEPC Members | $65 Non-Members
Each ticket includes a chicken entree unless we are notified of special dietary restrictions or guests request a vegetarian or fish option during registration.
About the Speaker
Rachel Votto is the Tax Partner-in-Charge at BDG-CPAs, where she has served for more than 20 years overseeing all tax services. She provides comprehensive financial planning to executives and high-net-worth individuals, including estate planning and income tax planning with trusts. Her corporate and partnership experience spans closely held businesses to multinational corporations, with expertise in acquisitions, reorganizations, international and multigenerational planning, multistate structures, and complex tax strategies.
Votto is a member and past president of the Estate Planning Council of Bergen County and currently serves on the boards of Family Promise of Bergen County and the NAEPC. She is a frequent presenter on new tax legislation and other tax topics. She holds a degree from Villanova University and a Master of Science in Taxation from Pace University.
Thank you to our 2026 AAEPC Platimum Member:
