Proposed Tax Legislation Establishes Need for Income and Estate Planning

Proposed Tax Legislation Establishes Need for Income and Estate Planning

By Mark Conrad CPA, CFP®, Benjamin Trujillo, JD, LLM, Matt Schaller, MBA, CFA, CFP®, Abby Donnellan CPA, and Anna McDonald The House Ways and Means Committee on September 12, 2021, released new details for a potential $3.5 trillion budget reconciliation bill.  Since...
Key Details of The Consolidated Appropriations Act, 2021

Key Details of The Consolidated Appropriations Act, 2021

By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page package are part of...