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Planning for Tax Reform
Manage episode 296190362 series 2905641
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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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This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
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