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Empowering the LGBTQ2+ community with financial planning
  Financial Planning, Risk Management, and Estate Planning are all key steps towards empowe…
JANUARY 25, 2023 CARL HIBBEN, CFP® JONATHAN BATT
Mid-Week Market Update 01-25-23
Please click the image below to watch the video.        …
JANUARY 25, 2023 YUNG-YU MA, PH.D.
The Debt Ceiling, Extraordinary Measures, and the Spectre of 2011
Overview:  “Extraordinary measures” are becoming commonplace.  As the debt c…
JANUARY 20, 2023 YUNG-YU MA, PH.D.

Preparing for the Proposed New Tax Plan

President Joe Biden’s American Families Plan includes dramatic tax changes that will impact the highest-income Americans and business owners; especially those considering a sale. While the plan will likely be modified before/if it is adopted, there are steps individuals can take now to help prepare for changes that will increase the taxes they pay, including income tax, capital gains taxes, wealth transfer taxes, real estate transfers and more.

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New Tax Plan

Debt Ceiling Brinkmanship
Last month’s barrage of headlines around COVID and Afghanistan obscured the late-summer news …
SEPTEMBER 20, 2021
Tax legislation update - New details from White House budget
While legislation has yet to be proposed for any upcoming tax changes, last Friday the White House …
JUNE 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
Proposed tax changes update
Proposed tax changes update   We’ve known for a while that tax changes are coming but…
MAY 10, 2021 DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL