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Overview on Upcoming Tax Proposals with Lisa Curry
Manage episode 308428095 series 2917715
コンテンツは Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
A new year brings a new batch of tax proposals that could leave you scratching your head.
In the latest installment of Modern Wealth Management, we bring you a special edition of the show that features a unique guest from the tax planning realm. Darrick is joined by Lisa Curry, Partner at Katz, Sapper & Miller, to address a wide variety of year end tax strategies you can incorporate into your own portfolio.
Additionally, Lisa showcases the current tax proposals in existence and how you should be preparing in case some are passed.
There's plenty of beneficial information packed into this episode that you don't want to miss!
Timecodes:
0:06 - Overview on this special edition of the show
0:59 - Setting the scene on the overall importance behind tax planning within your wealth plan
3:00 - Introducing Lisa Curry of Katz, Sapper & Miller
5:00 - Using a business to take care of the family means
8:15 - "I've heard about this. What does that mean for me?"
12:15 - Increasing tax rates on corporations will still likely impact you
16:05 - The top individual income tax rate and the proposed changes
22:35 - Capital gains and what to expect on this front
29:40 - What is going to change?
34:18 - The backdoor (or mega) ROTH and where it enters the picture
38:54 - Selling your business and how that can impact your taxable income
42:06 - What can wealthy business owners do right now to optimize their plan
47:15 - The value associated with a stress test
50:45 - Closing remarks
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