How Will the Potential Tax Changes Effect My Estate & Financial Plan?

from Dan R. Morris

With West Hunsaker of Morris Hall and Tim Kerrigan of Clark Street Financial

Tax Change Planning – Possible Impacts of Biden’s Tax Proposal and “For the 99.5% Act”

While there’s still so much uncertainty in our country, there’s one thing that’s clear, the proposed new taxes may result in a significant loss for many if passed.

Every day that goes by could be a missed opportunity to take advantage of current law. The new tax plan could be passed anytime this year or in the coming years. If passed this year, it could be made retroactive as early as January 1!

This will be a socially distanced seminar with seats six feet apart. Masks are encouraged, but not required. (from )

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