Description

The beginning of 2021 ushered in a new U.S President and a change of control in the U.S Senate. In this session, we will explore what President Joe Biden has detailed as his proposed tax plan, the focus primarily on individual income tax, estate tax and investment taxation. This program will take a holistic look at the proposed platform, and attendees will learn about the major changes outlined by President Biden, exploring both the new challenges, and planning opportunities, it creates.

Learning Objectives:

• Review the significant changes of the Biden tax platform
• Recognize tax planning opportunities and consequences regarding income acceleration
• Discover tax deduction opportunities and compare consequences of timed deductions
• Recognize the key estate tax changes and where to focus planning efforts
• Identify areas of potential compromise in current and future tax legislation

Speaker(s):

• Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com