Expected Changes in Estate Planning & Income Taxes – With Richard Schloss

According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward.

But you can take advantage of them while they last.

In this episode, David Vallieres and Jordann Andrusiak talk to Richard Schloss, member at Dawda, Mann, Mulcahy & Sadler, PLC. Join them as they explore the expected tax law changes and discuss the impact on estate planning, trust administration and income tax planning.

You will learn:

  • How drastic reductions in estate and gift tax exemptions may affect your financial plan
  • The likelihood of various tax laws being passed in the near future
  • Things you can do now to prepare yourself to deal with the new tax regulations
  • How increased tax rates might affect the M&A space
  • And more!

Tune in to learn how you can proactively adapt to expected tax changes!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: hello@synergycapitalsolutions.com | Richard Schloss | Dawda, Mann, Mulcahy & Sadler, PLC.