Thanks to L. K. Benson for sharing this blog about planning ideas 2021.
Since March 2020, the world learned just how dangerous the COVID-19 virus could be. We have all been mostly in reactive mode. Offices and schools were closed so we learned to work from home while the kids learned remotely. The markets plummeted so we harvested tax losses and rebalanced portfolios. Tax deadlines changed and stimulus bills were passed. We sorted through pages of new legislation to help our clients navigate the new rules.
There are significant potential changes looming in the tax and estate planning area. Now is the time to shift back into proactive mode...
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