Changes are coming fast on the tax front, and we want to keep you updated so you can take rapid action if needed, possibly before year-end. The House of Representatives has proposed a revised Biden Plan to increase your taxes: not just income and capital gains taxes…but death taxes as well. Meanwhile, the Howard Jarvis Taxpayer’s Association has written a proposed repeal of the bad parts of Prop 19 and restore Prop 58’s expanded Prop 13 protections for you and your family.
Among the topics we cover are:
Prop 19 and Prop 13
How to pay the least amount of taxes possible while securing a legacy for yourselves, your family, and your loved ones.
Prop 58 Parent-to-Child Reassessment Exclusion
Federal Estate (Death) Tax increase
Capital Gains Tax increase
Changes to Grantor Trust Rules
Income Tax Increases
Changes to 401(k), IRA, 403(b), TSA, etc.
You DO NOT want to miss this webinar!