Planning For Individual Tax Change In 2021 #123
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The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden\\u2019s Build Back Better agenda and the tax-related proposed provisions to pay for the agenda over 15 years. BKD\\u2019s Holly Pantzer and Jeff Layman join host Damien Martin to help you better understand what\\u2019s being discussed, when we might see it, and how you can plan. Here\\u2019s what\\u2019s covered:
Overview of the \\u201cAmerican Families Plan\\u201d [01:05]
Tax insights from Holly Pantzer
- The response so far [04:27]
- Surprises in the fact sheet [05:31]
- Top questions and concerns [09:11]
- Effective date [10:23]
- Steps to plan now amid uncertainty [13:26]
- Closing thoughts [16:57]
Investment insights from Jeff Layman
- Market reaction so far [19:46]
- What to watch [21:08]
- Investment strategies to consider amid uncertainty [23:24]
- Market and economic outlook [26:15]
- Closing thoughts [30:02]
Learn more about our guests and get additional resources here!
GET MORE SIMPLY TAX\\xae
A complete archive of our episodes is available on our website and YouTube playlist. We also provide video content to strengthen your tax mind! Check it out on our YouTube channel.
We\\u2019d simply love to hear from you! Email feedback and questions to SimplyTax@bkd.com.
Connect with Damien on social media!
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