Midsummer update: Charting the course of Biden’s tax policy


RECORDED WEBCAST | July 12, 2021

Authored by RSM US LLP

Event overview

Soon, the U.S. House and Senate will return to session following the Fourth of July congressional recess, a symbolic deadline previously touted by Democratic leaders for significant advancement of tax priorities.

Where do things currently stand? Has Congress been able to stay on track? What hurdles remain? And what is the expectation around potential effective dates, including the retroactive increase on capital gains that President Biden has endorsed?

Our tax policy and Washington National Tax teams, comprised of veteran tax professionals—many with IRS and Treasury backgrounds—are closely tracking developments on Capitol Hill and the effects those developments may have on the middle market.

Watch the recorded webcast below where we share what has evolved, what’s new and, most importantly, things you should be considering as potential tax legislation commands the spotlight over the critical summer legislative period.

Event recording and materials


Fred Gordon  | Senior Director | RSM US

Fred Gordon is senior tax policy leader in the national tax practice of RSM US LLP.

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James Alex  | Principal | RSM US

James Alex is the national go-to-market leader for RSM’s tax practice in the United States and Canada. He also leads U.S. tax policy out of the Washington, D.C., office.

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Mathew Talcoff  | Washington National Tax Leader | RSM US

Matt Talcoff is the national industry tax leader for RSM US LLP. He also is a member of RSM’s national tax leadership team and works with the firm’s Washington National Tax, tax policy and legislative services teams.

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Patti Burquest  | Principal | RSM US

Patti Burquest is national leader of the Washington National Tax (WNT) practice at RSM US LLP. An attorney with a Master of Laws in taxation, Patti has more than 35 years of experience handling Internal Revenue Service examination and appeal matters.

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Event details

Date and time

Recorded, watch anytime

Intended audience
Tax professionals and finance executives

CPE credits

Not applicable

This article was written by RSM US LLP and originally appeared on 2021-07-12.
2022 RSM US LLP. All rights reserved.

The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

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