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Proposed Tax Changes Focus on the Wealthy

Proposed Tax Changes Focus on the Wealthy
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Capital gains tax increase proposals under Biden make tax planning tougher

Capital gains tax increase proposals under Biden make tax planning tougher
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Restricting the step-up in basis tax loophole would hit heirs to houses and retirement portfolios whose value has swelled over the years

Restricting the step-up in basis tax loophole would hit heirs to houses and retirement portfolios whose value has swelled over the years
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Biden calls for raising taxes on capital gains and wealthy

Biden calls for raising taxes on capital gains and wealthy
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What Tax and Estate Advisors Are Telling Clients About Biden s Proposals

2020 was a chaotic year for advisors to the rich. The headache isn't over with new tax proposals that threaten to upend estate planning as we know it.

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