Perspectives from the Path

Kanen Helbig, CFA® CFP® 4/12/21 Kanen Helbig, CFA® CFP® 4/12/21

2021 Tax Changes: What We Know Now (Updated)

Here's what we know now about 2021 tax changes - how can you optimize now?

For the 99.5% Act

Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!