In 2021, President Biden announced his individual tax proposals, which will potentially include a 39.6% long-term capital gain rate, gain realization at death and for gifts, along with significant changes to the estate, gift and GST provisions of the tax law.
Come away with an understanding of the following:
Key topics:
The individual tax changes that may be on the horizon
The estate and gift proposals that will have the highest impact on your clients
How to plan around the