Taxes are a key part of managing your finances, and it can be challenging to navigate the terminology and ever-changing policies. The following information and resources may also help maximize your benefits and minimize any surprises.
While we don’t provide tax advice, we can work in partnership with your tax advisors to help optimize and structure your financial plan.
Taxes and investing
Tax planning resources
Potential tax policy changes Q&A
A change of leadership in the White House and U.S. Senate could result in major changes in tax policy. While details may not be clear for weeks or months, we can help you understand how potential changes may impact your planning in the future.
Q. What are anticipated tax policy changes that would affect me most as an individual taxpayer?
A. Most tax policy proposals under the Biden administration will likely focus on the corporations and wealthier Americans shouldering a larger share of the nation’s tax burden.