In this honest & informative webinar, our tax specialists will cover what is real and what is hype and what you may need to do to prepare for any possible changes. We will also discuss year-end tax planning strategies for the rest of 2021.
- The American Families Plan – changes proposed by President Biden
- Possible changes to the capital gains rate and stepped up cost basis
- Possible changes to the estate tax
- The Secure Act 2.0 – new changes pending in Congress
- Changes to the required beginning date for retirement plans
- Planning opportunities from the American Rescue Plan of 2021 and the CARES Act of 2020
- Tax strategies to maximize retirement
