Aug 23, 2022 | SML Planning Minute Podcast, Estate Planning, Company News, Business Planning
Episode 192 – On August 16, 2022, President Joe Biden signed into law the Inflation Reduction Act of 2022 to expand affordable healthcare and combat climate change. It did not materially impact income and estate tax planning.
Oct 5, 2021 | SML Planning Minute Podcast, Estate Planning, Company News, Retirement Planning, Business Planning
Episode 146 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 3 episode, we’ll cover the proposals that affect retirement plans and corporate taxes.
Sep 28, 2021 | SML Planning Minute Podcast, Estate Planning, Company News, Retirement Planning, Business Planning
Episode 145 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 2 episode, we’ll cover the proposals that affect estate and gift taxes.
Sep 20, 2021 | SML Planning Minute Podcast, Estate Planning, Company News, Retirement Planning, Business Planning
Episode 144 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 1 episode, we’ll begin with income taxes.