In this episode of the Pilot Money Guys, we are joined by the Professor, Kevin Gormley CPA & CERTIFIED FINANCIAL PLANNER, to discuss the latest proposed tax changes.
Although these are subject to change, there are things that you need to know to be prepared. Some changes we discuss:
1. Capital Gains tax increases.
2. Roth Conversion changes
3. Child Tax Credit Changes
We would love to discuss these tax changes with you! If you have any questions for us, please send them to info@leadingedgeplanning.com. Or visit LeadingEdgePlanning.com to schedule a 1-hour consultation.
As always, thank you for listening!