Biden

Jan 20, 2021

Are You in the Donut Hole?

2022-08-17T19:56:25+00:00January 20th, 2021|Tags: , , , , , |

Estate Tax Planning in a Biden Presidency (part 2) In my memory, donut holes are delicious!  But when you are in the “donut hole” it isn’t a good thing. Who knows why? You should be most concerned about the impact of a Biden Presidency on estate tax planning if you are in this “donut hole”:  [...]

Jan 12, 2021

What Does a Biden Presidency Mean for Estate Taxes?

2022-08-17T19:56:25+00:00January 12th, 2021|Tags: , , , , , , |

Estate Tax Planning in a Biden Presidency (part 1) To begin with, let’s NOT talk politics!  But reality is, we are in the process of changing  administrations, and possibly a change of control of the Senate.  The November election has raised the very real possibility that a new tax act will be proposed by [...]

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