Wednesday, September 29th
Jeff Levine, CPA/PFS, CFP®, AIF, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc.,
The Biden Tax Plan: Proposed Changes and Planning Opportunities: 2020 has been an unusual year, to say the least. And as if normal year-end planning, combined with the complexities brought about by a pandemic weren’t enough to deal with on their own, 2020 offered an additional complication a Presidential election! President Joe Biden has detailed a few substantial changes to the tax code, the focus primarily on individual income tax and investment tax. In this session, attendees will learn about each of the major changes proposed by President Biden, exploring both the new challenges, and planning opportunities, it creates.
1.5 CEs pending approval