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Helping Clients Prepare for Death-Related Expenses

There are several expenses to consider when planning for the end of one’s life so that survivors and relatives aren’t left in dire straits when they suffer a loss. Financial planner Bryce Sanders has some tips for accounting professionals to keep in mind when helping clients with estate planning. Here’s a nightmare scenario: Suppose a client had wealthy older parents. They had enough cash flow to live a comfortable life and made investments along the way. However, when the client’s father died, many…

Can Congress Really Increase Taxes Retroactively?

  Recently, President Biden unveiled his 2022 budget request. Shortly afterwards, and for the first time since the Obama Administration, the U.S. Treasury Department released its General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals, better known as the “Green Book.” As was widely anticipated, President Biden’s budget calls for some significant changes to the capital gains rules, including a proposal to increase the top capital gains rate (currently 20%) to 39.6% (before application of the 3.8% net investment income tax)…

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