Can't make it to our in-person seminar? This is the live-stream of it! Unable to watch live? Please register and we will send you a recording of the webinar.

Please join West Hunsaker of Morris Hall and Tim Kerrigan of Clark Street Financial as they discuss tax change planning and possible impact of Biden's Tax proposal and the "For the 99.5%" act.

Here are the highlights of what’s included in the proposed tax plans:

1) New taxes on people who make over $400,000 and changes in capital gains taxes.
2) Ordinary income tax bracket changes and an increase to the top tax rate!
3) A repeal of the qualified business income deduction for people who make over
$400,000/year.
4) Decreases the Federal Estate and Gift Tax Exemption by roughly 70% to $3.5 million
at death and $1 million in lifetime gifts (currently it’s $11.7 million for a single person,
double for married).
5) Eliminates the step-up in basis tax rules that currently saves heirs an astronomical
amount of money on capital gains in many cases. If this doesn't pass, the estate tax exemption could be lowered, taxing many more estates at 40-45%.
6) Limits retirement plan tax incentives for high income earners to 26% through a
credit.
7) New 28% cap on the value of itemized deductions. (from )

zoom.us/webinar/register/4416323287479/WN_PlFedhAxSwmReGQ1BDk2Dg

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  September 28, 2021 from 1:00 to 3:00 pm

  September 28, 2021 01:00 to September 28, 2021 03:00
• 3300 North Central Avenue, Phoenix, AZ

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