Three key questions to consider before making a sale.

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. 

Tips to help your clients think seriously about the decisions they'll have to make when it comes to health care.

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.