Webcast: Tax outlook and strategies in the Biden era
February 23, 2021
Wealth management professionals offer a tax outlook and discuss tax smart strategies under the Biden era.
February 23, 2021
Wealth management professionals offer a tax outlook and discuss tax smart strategies under the Biden era.
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Individuals who withdrew retirement funds under the CARES Act have options for filing and paying taxes.
In 2021, investors continue to face change, with the impact of the first 100 days of the Biden administration and the potential for a shifting tax landscape.
Several lawmakers on Capitol Hill have introduced legislation calling for a revival of the SALT deduction.
Investors may want to consider estate planning strategies as tax provisions impacting federal gift and estate taxes will sunset after 2025.
The current tax environment and potential for higher tax rates in the future create an opportunity for tax planning strategies to hedge future higher taxes.
With a range of temporary tax code changes instituted by the CARES Act in 2020, tracking tax changes that are extended into 2021 can be a challenge.
Taxpayers need to know some key figures as they review current tax plans and consider 2021 planning.
Congress voted today to approve a $900 billion pandemic relief package offering economic aid to individuals and businesses.
Whether saving for college or making withdrawals, there are many 529 plan considerations that may need attention at year-end.