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.
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Next steps for investors who withdrew funds under the CARES Act
Individuals who withdrew retirement funds under the CARES Act have options for filing and paying taxes.
Webcast: Learn about tax planning in the Biden era
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.
Lawmakers call for SALT revival
Several lawmakers on Capitol Hill have introduced legislation calling for a revival of the SALT deduction.
Three estate planning strategies for 2021
Investors may want to consider estate planning strategies as tax provisions impacting federal gift and estate taxes will sunset after 2025.
Top tax-planning ideas for 2021
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.
Tracking CARES Act tax changes
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.
Figures that taxpayers need to know in 2021
Taxpayers need to know some key figures as they review current tax plans and consider 2021 planning.
Congress seals deal for more pandemic relief
Congress voted today to approve a $900 billion pandemic relief package offering economic aid to individuals and businesses.
529 plan checklist for 2020 year-end
Whether saving for college or making withdrawals, there are many 529 plan considerations that may need attention at year-end.