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Highlights from Fourth Quarter 2021

Important Updates to President Biden’s Tax Plan
Breaking Down the Latest Developments and How They Could Affect You
By Adam Sueper, CPA

On October 28, 2021, White House officials released a 10-year, $1.75 trillion revenue package proposal. While the proposal still targets high-income earners and corporations, several previous initiatives didn’t survive the chopping block. In this article, we highlight the bill’s proposed changes to corporate and individual taxes, IRS modifications and key omissions that didn’t make the cut.

Year-End Financial Planning
Top Financial Tasks to Complete Before the End of 2021
By Carlos J. F. Lopez, MBA, CFP®

As we near the end of the year, now is a great time to check in on your finances and end 2021 on a positive note. Learn tips to help you wrap up the year with confidence, or download our Year-End Financial Planning Checklist to get started.