During this discussion led by Ted Zamerski, CFA, CPA/PFS, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine:
• The Biden tax proposal and the best vs. worst case scenarios;
• Additional national policies that may have a negative effect on your finances;
• Opportunities for growth; and
• Strategies to help you plan and position yourself for the next two years and beyond.