Planning for Tax Reform

Evergreen Exchange

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3y ago 49:43

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In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new administration.
Katie Vercio, CFP is our Senior Financial Planner and Kelly Sterling, CPA is the Managing Director of our tax division. Together, they unpack the following topics:
What are some key highlights of Biden’s tax plan for individuals?
Who is most impacted?
For those impacted, what moves should be made in 2021?
Should high income earners consider accelerating income?
What strategies should business owners consider?

As always, we hope you enjoy the listen!

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