Go offline with the Player FM app!
Planning For Individual Tax Change In 2021 #123
Manage episode 293624028 series 1594851
The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden’s Build Back Better agenda and the tax-related proposed provisions to pay for the agenda over 15 years. BKD’s Holly Pantzer and Jeff Layman join host Damien Martin to help you better understand what’s being discussed, when we might see it, and how you can plan. Here’s what’s covered:
Overview of the “American Families Plan” [01:05]
Tax insights from Holly Pantzer
- The response so far [04:27]
- Surprises in the fact sheet [05:31]
- Top questions and concerns [09:11]
- Effective date [10:23]
- Steps to plan now amid uncertainty [13:26]
- Closing thoughts [16:57]
Investment insights from Jeff Layman
- Market reaction so far [19:46]
- What to watch [21:08]
- Investment strategies to consider amid uncertainty [23:24]
- Market and economic outlook [26:15]
- Closing thoughts [30:02]
Learn more about our guests and get additional resources here!
GET MORE SIMPLY TAX®
A complete archive of our episodes is available on our website and YouTube playlist. We also provide video content to strengthen your tax mind! Check it out on our YouTube channel.
We’d simply love to hear from you! Email feedback and questions to SimplyTax@bkd.com.
Connect with Damien on social media!
164 episodes
Manage episode 293624028 series 1594851
The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden’s Build Back Better agenda and the tax-related proposed provisions to pay for the agenda over 15 years. BKD’s Holly Pantzer and Jeff Layman join host Damien Martin to help you better understand what’s being discussed, when we might see it, and how you can plan. Here’s what’s covered:
Overview of the “American Families Plan” [01:05]
Tax insights from Holly Pantzer
- The response so far [04:27]
- Surprises in the fact sheet [05:31]
- Top questions and concerns [09:11]
- Effective date [10:23]
- Steps to plan now amid uncertainty [13:26]
- Closing thoughts [16:57]
Investment insights from Jeff Layman
- Market reaction so far [19:46]
- What to watch [21:08]
- Investment strategies to consider amid uncertainty [23:24]
- Market and economic outlook [26:15]
- Closing thoughts [30:02]
Learn more about our guests and get additional resources here!
GET MORE SIMPLY TAX®
A complete archive of our episodes is available on our website and YouTube playlist. We also provide video content to strengthen your tax mind! Check it out on our YouTube channel.
We’d simply love to hear from you! Email feedback and questions to SimplyTax@bkd.com.
Connect with Damien on social media!
164 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.