Proposed Tax Changes: Implications for Your Financial Future

An online workshop on new ways your wealth will be taxed and what you can do to keep more of what has taken you a lifetime to accumulate.

Online Biden Tax Plan Workshop

Tuesday, December 28th

6:00 PM

Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop! 

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

Income could be taxed at a top rate of 55.8%

Between ordinary income tax and payroll tax, top earning clients (over $400,000) could pay as much as 55 cents on the dollar for income earned, not to mention state tax!

Estates $3.5m+ could pay a 40% Estate Tax

The current estate tax exemption is $11.7m per individual. Proposed legislation suggests a decrease to $3.5m, meaning many, many more people will be subject to estate taxes.

Elimination of Basis Step-Up

The elimination of the basis step-up could mean a new massive income tax bill for your family & loved ones.

The $11.7m Gift Exemption May Expire By Year-End

At this time it is still unknown if congress will pass a tax act that will retro back to January of 2021, but the Treasury Department & the IRS issued final regulations confirming that there will be no “clawback” for gifts made under the increased estate and gift tax exclusion put in place by the Tax Cuts and Jobs Act of 2017.

Why we created this online workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.