Shows
Financial Symmetry: Balancing Today with RetirementHow the American Families Plan Could Impact You and Your TaxesThe American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. Video recap: https://youtu.be/DFVgJZPwEIc In this episode we consider the planning opportunities that could arise with the changes in tax legislation. Our goal is to ensure that you have all the tools in your toolbox so that you can minimize your tax burden. Who will most be affected by the tax law changes? The current tax law comes from the Trump administration and dates back to 2017...2021-10-0428 min