A Guide to Tax and Estate Reform: What to Know and How to Prepare

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Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted questions and received considerable attention. Both proposals could bring significant changes to the existing tax and estate laws and you may be wondering how it affects your financial situation.

In Washington State, the legislature recently passed two tax-related bills, the Washington Cares Fund and Washington’s Capital Gain Tax. Presentation topics include:

  • President Biden’s American Families Plan
  • For the 99.5% Act
  • SECURE Act 2.0
  • Washington Cares Fund
  • Washington’s Capital Gains Tax

Previously recorded on June 10, 2021

Posted By: Alison Rambaldini