We would like to share with you some of the tax law changes that President Biden proposed during his presidential campaign and what they could mean for you. There is so much information out there to digest, so our hope is to simplify it down to some of the key items that we feel our clients would like to be aware of. Our goal is to help you make the path toward your financial goals tax-efficient, so we need to be aware of potential tax law changes.

This is merely a non-political summary of what was discussed and is only intended for informational purposes.

This workshop will review valuable information including:

• Proposed Tax Changes

  • Increase corporate tax rates.
  • Increase the marginal tax rate for top earners
  • Capital gains and dividend tax rates
  • Limited itemized deductions
  • Eliminate stepped-up basis
  • Reduce Estate Tax exemption

Wednesday, April 15^th, 2021
at 6:30 PM PDT



(Please feel free to share this invitation with your friends and families)