Preparing for Biden’s Estate Tax Plan with Jim Cunningham

7/14/21

Federal tax law changes impacting wealthy individuals and families may become a reality. Preparation is fundamental in handling these changes. Joining Tom Wheelwright is Jim Cunningham, to help us discover how tax planning with trusts could offer protection against the Biden tax proposals.

Episode Talking Points:

03:15 – Why do CPAs need to be involved with your estate planning?
08:49 – Why should we prepare for things that might not pass into law?
12:35 – How long will it take to prepare? 16:02 – How important is it to have your accountant and attorney be in contact with each other?
24:56 – Is it already too late to start preparing for these policies?

Looking for more on Jim Cunningham? Website: www.cunninghamlegal.com Book: Savvy Estate Planning