Join Keith to understand year-end best practices for business owners as well as Biden’s proposed major tax increases on accumulated wealth including corporate tax rates, social security, individual tax rates, Medicare, capital gains and qualified dividends, itemized deductions, estate tax, basis step up, 1031 exchanges, and more.

Learning Objectives:

• Understand what the proposed changes are and what they mean
• Gain language and tools to help clients understand how the changes may affect them
• Understand what strategies clients can consider to plan for these changes
• Understand year-end tax planning strategies for business owners

(Purchase of this product will include the video presentation, the audio presentation, and a pdf copy of the presentation.)

Presented by Keith Troutman, CPA