Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy. While specifics are still in development, questions and implications abound as to how changes in long-term capital gains rates, estate tax exemption limits and income tax rates may impact our financial lives.
On Thursday, July 15th, in our latest webcast, we tackled your questions on the topics above. My colleagues, Chief Planning Officer Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, Wealth Strategist Maryann Vognild and Senior Tax Manager Danielle Colbert drew on their extensive strategic tax planning experience and shared useful ideas for an approach to taxes in 2021 and beyond.
You can watch a replay of that webcast here.
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Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).
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