Between an election year and the global pandemic, 2020 has left tax and financial planners with lots to consider this year, and now a new year is just around the corner.
While the pandemic remains a major factor, President-elect Joe Biden has proposed some new tax plans, raising questions for clients about the implications of these ideas and other changes possible in the year ahead.
To help advisors prepare for 2021 and better grasp how certain policies may affect clients and their retirement plans — whether it’s Democrats or Republicans who end up controlling the Senate — tax experts Robert Bloink and William H. Byrnes will speak from 2 to 3 P.M. ET tomorrow (Wednesday, Nov 17) about the biggest tax implications of 2021.