How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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A prime example of a sophisticated strategy where advisors, attorneys and life-insurance professionals can work together to add value. Just don’t discount how things could play out in real time.
Biden’s billionaire tax faces a difficult road in Congress, where House Democrats already rejected including a similar proposal in their version of the Build Back Better plan that past last fall.
President Joe Biden's budget proposal calls for more than $2.5 million in tax hikes on the wealthy and large corporations. That includes a 20% minimum tax on the unrealized capital gains for households worth at least $100 million.