Insights
Tag: Federal Tax
August 18, 2021
Planning for Biden’s Proposed Tax Changes
SUMMARY President Joe Biden has proposed substantial changes to the tax code, mainly focused on individual income and investment taxes, and at least some of them stand to have a significant impact on high-net-worth investors. The proposed changes create challenges, but also planning opportunities. This blog post focuses on what potential changes are ahead, who [...]
Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC, Vince Lee, CFP®, CPA, Glen White
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