083: Biden's New Tax Proposal

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Patti meets with her Chief Planning Officer, Eric Fuhrman, to unravel the intricacies of Biden’s New Tax proposal, the Build Back Better Plan.  It seems that while a lot of items are being “negotiated” off the proposal, there is a handful of line items that should be causing concern for many Americans – and not just the top-tier wealthy Americans.  Time is running out to take advantage of some “must-do’s” in financial planning and estate planning before the end of the year.  Patti and Eric give detailed solutions to take advantage of some key opportunities still available to save on taxes and help preserve capital.

By Patti Brennan 11/05/2021 06:00 AM

Sponsored by Key Financial, Inc.

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