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Mike Canet from Pro Status Financial Advisors Group has a Master Degree in Taxation and joins Matt and Damon to discuss the new Biden tax plan. Needless to say, Mike is not a fan of what the proposed changes could mean to your retirement plans. They break down how "stepped up basis" will affect your Legacy Plan and if the promise that only high income earners will be affected the most is truthful or not.
For more information on Acute Wealth Advisors or to schedule an consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
Mike Canet from Pro Status Financial Advisors Group has a Master Degree in Taxation and joins Matt and Damon to discuss the new Biden tax plan. Needless to say, Mike is not a fan of what the proposed changes could mean to your retirement plans. They break down how "stepped up basis" will affect your Legacy Plan and if the promise that only high income earners will be affected the most is truthful or not.
For more information on Acute Wealth Advisors or to schedule an consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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