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This week marks a monumental moment in America, as president-elect Joe Biden takes office with the first female vice president, Kamala Harris, by his side. Many things will change with Biden in office, including tax policy, but over the last few years, wealth has been changing hands, and Tara Burek a CPA and tax partner at Anchin, as well as a member of the firm’s Private Client Group and a member of Anchin’s Women’s Initiative Network has been seeing many more women come into wealth.
Worth sat down with Burek to discuss the changing relationship between women and wealth, what high net worth women need to keep in mind as they do their financial planning and what we all need to know about how tax policy might be changing with Biden at the helm.