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PFP2110
PFP2110. The Biden Tax Plan: Proposed Changes and Planning Opportunities
Date
July 26, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
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
Lead Financial Planning Nerd, Kitces.com
Tracks
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