Will there be significant tax legislation in 2021? If so, how will the legislation affect the wealth transfer/estate planning market? Listen to Jeff Ricchetti for insights as to how the legislative winds are blowing at the end of Q1.
Market Trend: Individuals and businesses in high tax jurisdictions have been expressing unprecedented interest in relocating to states with more manageable tax regimes. This is especially the case with business owners looking to sell their businesses. But whether this trend rises to the level of an “exodus”—as many characterize it—is up for debate. The impetus...
President Biden ran on ambitious proposals that would undoubtably touch estate planning professionals and ultimately their clients. But a proposal is not law. What were those campaign proposals and what might ultimately become law? Listen to Finseca’s policy experts Armstrong Robinson and Josh Caron with your questions and get answers.