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Build Back Better Tax Proposals – Part 3: Retirement Plans & Corporate Taxes

Build Back Better Tax Proposals – Part 3: Retirement Plans & Corporate Taxes

Episode 146 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 3 episode, we’ll cover the proposals that affect retirement plans and corporate taxes.

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Build Back Better Tax Proposals – Part 2: Estate & Gift Taxes

Build Back Better Tax Proposals – Part 2: Estate & Gift Taxes

Episode 145 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 2 episode, we’ll cover the proposals that affect estate and gift taxes. Continue Reading Build Back Better Tax Proposals – Part 2: Estate & Gift Taxes

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Build Back Better Tax Proposals – Part 1: Income Taxes

Build Back Better Tax Proposals – Part 1: Income Taxes

Episode 144 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 1 episode, we’ll begin with income taxes. Continue Reading Build Back Better Tax Proposals – Part 1: Income Taxes

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Do You Really Know How Much Your Business is Worth? Why You Need a Business Valuation.

Do You Really Know How Much Your Business is Worth? Why You Need a Business Valuation.

Episode 141 – Most business owners don’t know the true value of their company, but they need to, for a variety of reasons including business, estate and personal planning. See how your Security Mutual Life insurance advisor can help with the planning and the valuation. Continue Reading Do You Really Know How Much Your Business is Worth? Why You Need a Business Valuation.

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