Please join us for an overview of possible/pending Tax Changes under the new Administration and Congress presented by Lauren Desforge, CDFA®, AEP®, CFP™, CPA, MST .
We will discuss current 2021 rates, pending and proposed tax changes, and the likelihood, timing and significance of these items.
Lauren is a Managing Director and Senior Client Advisor with Daintree Advisors in Boston, MA. She has been guiding individuals and families for over 25 years in the areas of financial planning, tax planning and investment management. Lauren’s expertise includes assisting individuals and couples in transition with the financial aspects of divorce. She has completed MCLC’s Interdisciplinary Collaborative Law training and holds the CDFA®(Certified Divorce Financial Analyst) and AEP®(Accredited Estate Planner) designations in addition to being a CPA and having the CFP™ (CERTIFIED FINANCIAL PLANNER) certification. Lauren earned her MBA from UCLA and MST (Masters in Taxation) from Bentley College.
Lauren enjoys helping to increase her clients’ financial literacy and seeing the benefits that knowledge brings to their lives. She has served as a financial coach for Budget Buddies, an organization that promotes financial literacy among low income women.