The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden's Build Back Better agenda and the tax-related proposed provisions to pay for the agenda over 15 years. BKD's Holly Pantzer and Jeff Layman join host Damien Martin to help you better understand what's being discussed, when we might see it, and how you can plan. Here's what's covered:

Overview of the "American Families Plan" [01:05]

Tax insights from Holly Pantzer

• The response so far [04:27]
• Surprises in the fact sheet [05:31]
• Top questions and concerns [09:11]
• Effective date [10:23]
• Steps to plan now amid uncertainty [13:26]
• Closing thoughts [16:57]

Investment insights from Jeff Layman

• Market reaction so far [19:46]
• What to watch [21:08]
• Investment strategies to consider amid uncertainty [23:24]
• Market and economic outlook [26:15]
• Closing thoughts [30:02]

Learn more about our guests and get additional resources here!

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