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Retirement, Taxes, and Planning Opportunities under President Joe Biden

Taxes

RETIREMENT, TAXES, AND PLANNING OPPORTUNITIES UNDER PRESIDENT JOE BIDEN

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - medium firm
CPA - large firm
Other

Series: Taxes, 2020 Election, Retirement Planning

Course Description

With Joe Biden as the 46th President of the United States, the American public may soon see a new direction in retirement savings. Now more than ever, it is essential to start planning for these potential changes.

The proposed changes include improved tax benefits for defined contribution plans and increasing Social Security payroll tax for individuals earning more than $400,000. In this webinar, attendees will learn what those proposals look like and how they’ll affect your clients in 2021 and beyond.

Learning Objectives:

Identify new proposals to the current system

Recognize planning opportunities for 2021 and beyond

Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

Additional Materials

House Ways and Means Proposal

House Ways and Means Proposal Subtitle I

American Families Plan Compliance Agenda Handout

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.