Biden's Recent Proposal May Be Changing The Way We Closeout 2021
New Focus on Wealth with Chad Burton · New Focus on Wealth
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Show Notes
The mad rush for year-end gifting and estate planning for the wealthy may all be for not. Biden’s recent proposal eliminated the attack on certain trusts and gifting strategies as well as the proposed increase in capital gains tax. Chad also gives an update on impressive earnings results for Q3, discusses cryptocurrency scams, and gives a quick answer to “How Much Do I Need to Retire?”
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