Wealth Planning For Build Back Better #131

Simply Tax

Several provisions included in proposed legislative text approved by the House Ways and Means Committee on September 15, 2021, would significantly change the estate planning world if enacted. Guest Justin Miller, J.D., LL.M., TEP, AEP®, CFP®, joins host Damien Martin to break these proposals down and explain what they might mean for you. Here’s what’s covered:

• The benefits of #TaxTwitter [01:47]
• Proposed income tax increases [04:28]
• Could they actually make a retroactive capital gains rate increase? [09:38]
• Proposed estate and gift tax changes [14:13]
• What’s scaring the world of estate planners? [16:11]
• Navigating and planning for uncertainty [22:58]
• Proposed changes to retirement accounts [24:23]
• Proper planning takes time and a good team of advisors [28:41]
• The importance of a collaborative team [30:02]

Learn more about Justin and get the additional resources mentioned in the episode here.

And go "Beyond the Numbers" to find out how Justin came to teach, his favorite place on the Cal campus and more here.

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