Personal
Wealth
Business
Commercial
Capital Markets
Select Region/Language
US
English
Canada
English Français
China
中文
BMO Wealth logo
Services open menu icon

Services*

See all services

BMO Delaware Trust Company

*Services offered though BMO Private Bank, BMO Family Office and/or BMO Delaware Trust Company

Needs open menu icon

Needs

See all needs

Looking for something else?

Contact us
Why BMO
Insights
Contact us

Trending Insights

CPI Inflation – Coming in hot, but better to wait for the PCE inflation reading Digital assets - An essential component of your estate plan [Video] The Fed provides some breathing room

Our Services*

Family Office for Wealth Owners Financial Planning † Retirement Planning † Brokerage Services † Insurance & Risk Management † Wealth Planning Banking & Borrowing Investment Management Trust & Estate Charitable Giving Tax Planning Strategies
See all services
Hide all services

†Service offered through BMO Investment Services

We’re coming up empty for insights on “SEARCH_QUERY”

We’re coming up empty for services on “SEARCH_QUERY”

†Service offered through BMO Investment Services

We’re coming up empty for team members on “SEARCH_QUERY”
We’re coming up empty for “SEARCH_QUERY”

Make sure you’ve spelled everything correctly, or try searching for something else

What others are searching for: investing lending & cash management outlook for financial markets current market news current market news

Looking for something else?

Contact us
BMO Wealth logo
Welcome
chevron-left Wealth
Services right
Needs right
Why BMO
Insights
Contact us
chevron-left Services
See all services

BMO Delaware Trust Company

chevron-left Needs
See all needs

Looking for something else?

Contact us
Select Region/Language
US
English
Canada
English Français
China
中文
CPI Inflation – Coming in hot, but better to wait for the PCE inflation reading
The Consumer Price Index (CPI) measure of inflation surprised to the upside in April, increasing 0.…
MAY 13, 2022 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Digital assets - An essential component of your estate plan [Video]
A crucial yet often overlooked component of estate planning is providing access to and control of y…
MAY 10, 2022
The Fed provides some breathing room
What happened? The Federal Reserve’s FOMC (“Federal Open Market Committee”) an…
MAY 05, 2022 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.

CONTACT US

New Tax Plan

Tax law changes are coming soon
The proposed Build Back America Act, a $1.85 trillion social-policy and climate framework, is worki…
NOVEMBER 02, 2021
Debt Ceiling Brinkmanship
Last month’s barrage of headlines around COVID and Afghanistan obscured the late-summer news …
SEPTEMBER 20, 2021
WEALTH PLANNING UPDATE
What you need to know about the personal income and estate tax proposals in Biden's proposed 2022 b…
News continues to come out about the Biden administration’s tax proposals.  We are still…
AUGUST 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
A Window of Opportunity: Weighing Your Options in the Current Business Environment
With potential changes to tax laws looming and a mergers and acquisitions market that’s …
JUNE 29, 2021 JAYNE HARTLEY
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
CURRENT MARKET NEWS
Why You Should Consider a Dividend Recap Today
Why You Should Consider a Dividend Recap Today In his first address to Congress on April 28, Pre…
MAY 24, 2021 BRAD HERMAN, CFP®, AEP®, CHFC®
Pre-liquidity planning starts early - very early
It’s natural for business owners and executives to put significant time and energy into the s…
MAY 18, 2021 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
CURRENT MARKET NEWS
Biden proposes big spending, taxes with the American Families Plan
President Biden recently rolled out the American Families Plan (AFP), a $1.8 trillion proposal that…
MAY 06, 2021 JAY RITTER YUNG-YU MA, PH.D.