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Ep 12: Financial Planning in Biden's America
Manage episode 299214103 series 2854350
The first months under the latest administration in Washington D.C. has already seen a number of changes and proposals laid out that will impact financial planning. Let’s take a look at five of most issues that are being addressed and determine what this might mean for our clients.
Key Points:
0:43 – Coronavirus stimulus and continued response
5:05 – Infrastructure package
6:04 – Proposed capital gains tax
9:48 – International relationships
11:51 – Climate plan
Contact:
Email: office@bradshawfp.com
Call: 704-216-2260
66 פרקים
Manage episode 299214103 series 2854350
The first months under the latest administration in Washington D.C. has already seen a number of changes and proposals laid out that will impact financial planning. Let’s take a look at five of most issues that are being addressed and determine what this might mean for our clients.
Key Points:
0:43 – Coronavirus stimulus and continued response
5:05 – Infrastructure package
6:04 – Proposed capital gains tax
9:48 – International relationships
11:51 – Climate plan
Contact:
Email: office@bradshawfp.com
Call: 704-216-2260
66 פרקים
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