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Biden’s Tax Plan with Tom A. Seifert, CPA/PFS


By Fairport Wealth

 

Our advisors carefully follow and plan around taxes, both income and estate — not only as currently constructed, but also keeping an eye out for future or pending legislation and its impact on your specific tax situation as well as its impact on your investments.

Join Advisor Tom Seifert as he reviews President Biden’s tax plan and how the proposed changes could affect your specific tax situation. Although we try to stay as current as possible, just yesterday (and since recording the video), President Biden signed a Covid-19 relief law that includes expanding the child tax credit mentioned in the last slide of the video. This is a significant benefit for families who qualify.

Expect additional updates from us as legislation is passed. In the meantime, if you have any questions or would like to discuss these topics in further detail, please reach out to your Fairport or Luma Wealth team and we will be happy to assist you.


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