Tax Regime Change by Lincoln Fleming September 6, 2022
Ben Franklin once stated that “nothing is certain except death and taxes.” Clearly, he had never experienced a political environment like what we faced in 2021 and 2022—the revolving door of tax proposals meant there was very little certainty about taxes...
Tax Regime Change by Lincoln Fleming November 9, 2021
President Biden recently announced a framework agreement with congressional majority leadership on the Build Back Better legislation. The framework includes a significant number of changes when compared to prior tax proposals...
Tax Regime Change by Lincoln Fleming October 29, 2021
A number of tax proposals have been released this year to raise taxes on ultra-high-net-worth (UHNW) individuals. While some may be tempted to react to every proposed change, the reality is that whether any proposals will be enacted...
Tax Regime Change by Lincoln Fleming August 26, 2021
Although there is still a lack of clarity on what capital gains tax changes may be passed, when they will be passed, or when they will become effective, in this blog post, we provide relevant updates and share steps advisors can take now to help clients prepare for potential changes...
Tax Regime Change by Lincoln Fleming July 7, 2021
The recent Treasury “Green Book” provides additional details to the Biden administration’s capital gains proposals and has important implications for loss-harvesting strategies...
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