Aug 5, 2021
The first months under the latest administration in Washington D.C. has already seen a number of changes and proposals laid out that will impact financial planning. Let’s take a look at five of most issues that are being addressed and determine what this might mean for our clients.
0:43 – Coronavirus stimulus and continued response
5:05 – Infrastructure package
6:04 – Proposed capital gains tax
9:48 – International relationships
11:51 – Climate plan