Before the 2020 election, President Biden made numerous campaign promises, including several tax proposals. Although many Americans worried that major changes would come, the biggest roadblock now becomes the expiration of the Tax Cuts and Jobs Act of 2017. Now more than ever, it is essential to start planning for any action (or inaction) from Congress. The proposed changes included increasing the individual and corporate tax rates, eliminating the Qualified Business Income (QBI) deduction, 1031 exchanges, inherited assets “step-up” in basis, carried interest loophole, as well as capping deductions.
Also, potentially new tax credits could be introduced for children, caregivers, and the purchase of long-term care insurance. In this webinar, attendees will learn what those proposals look like, discuss which ones passed, review those still in consideration, and find out which will most likely never become enacted.
Learning Objectives:
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Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
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