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Tax Changes & Considerations

Melissa Laverty, owner of the accounting firm Accountability, joined us for our July webinar to discuss the new tax law changes called the "American Rescue Plan" which was enacted in March of this year.

We learned about significant increases to the child tax and dependent care credits, as well as the process of advance payments and why it might be important to assess your tax situation via midyear planning in 2021. Melissa also talked about the impending changes in tax rates and the planning opportunities that we can take advantage of for the remainder of the year, particularly Roth Conversions. We had some great questions about the impact of the SECURE Act on IRA contributions and distributions.

Lastly, we heard her prediction with regard to possible changes to the estate and gift tax – an area that we are all watching very closely.

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