Aimee O’Connor, CFP®
Senior Vice President
The House Ways and Means Committee released 881 pages of a proposed bill that would make changes to the tax code impacting income, estate, and gift taxes on September 14th, 2021. The bill will most likely see some changes to reach a majority vote in the Senate, but even with some revisions to the current proposal, major tax reform is expected in 2022. In this legislative update, we provide a summary of potential tax code changes based on the most recently available information.
Thanks to a rollout of effective vaccines at the beginning of 2021, daily new cases of COVID-19 in the United…
With an agreement finally showing promise to resolve the U.S. government’s potential and impending debt ceiling breach, investors are assessing…
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