This week Jackie Campbell and Monica Haberlin discuss a proposed new tax from the Biden Administration and how it will affect your retirement plan. Plus, we think that "business lunch" can be deducted, but the IRS says not so fast. We talk about the items we assume can be claimed on your taxes, but in reality, they can not. 

President Biden's New Tax and Bad Tax Deductions

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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President Biden's New Tax and Bad Tax Deductions

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