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October Outlook for Financial Markets - Stickier inflation, Fed tightening and slowing growth
“One of our worst traits in journalism is that when we have a narrative in our minds, we ofte…
OCTOBER 19, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
Fiscal Policy and Financial Markets
If you missed our recent fiscal policy & the financial markets webinar with special guest Mary …
SEPTEMBER 27, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
Why do the wealthy borrow?
So they can grow their wealth in strategically tax-efficient ways. More than any other segment o…
SEPTEMBER 27, 2021 ROSANNE M. PEEL

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
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
How Biden’s Planned Tax Changes Could Impact You and Your Business
President Joe Biden has laid out his American Jobs Plan and American Families Plan, which include p…
JUNE 02, 2021
CURRENT MARKET NEWS
If You Want to Sell Your Business in 2021, Move Quickly
After a difficult year for some companies and a banner year for others, many business owners are ev…
JUNE 02, 2021 PAUL MAJERUS
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®
Work Ahead! - The American Jobs Plan & Made in America Tax Plan
The American Jobs Plan is a set of proposals laid out by the Biden Administration that would spend …
MAY 19, 2021 YUNG-YU MA, PH.D.
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.
WEALTH PLANNING UPDATE
Start planning now for possible post-election tax changes
The elections are finally over. We are now waiting to see what tax legislation will be proposed, li…
FEBRUARY 23, 2021 JAYNE HARTLEY