A new year brings changes to many areas that impact our clients’ financial lives from income tax and estate tax planning to charitable gifting and retirement planning. Potential tax policy changes under the Biden administration could further alter our current planning environment. Now may be an opportune time to review your existing financial plan with your team of advisors to be sure your goals and values are properly reflected.
In this presentation, we hope to educate clients on known changes that impact the 2021 tax year but also will share valuable financial planning considerations during an uncertain time.
Please feel free to call your Edge Capital representative for a more thorough discussion of your personal situation.
Your Edge Capital Team