Advisors Gaming Out Democrats’ Tax Proposal for Wealthy Clients Confront Slippery, Winding Road

    | November 10, 2021


    With higher taxes for the wealthy looming in Democrats’ updated bill, many financial advisors unused to parsing legislative language and the Internal Revenue Code are upping their games.  Lyle Wolberg spoke with Financial Planning on fielding calls from clients worried about tax increases.

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    The article provided above, and the information contained within, is from a third party source, which we believe to be reliable, however Telemus cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source. The author of this article is Lynnley Browning, of Financial Planning which is owned and operated by an independent third-party. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Telemus Capital. All opinions expressed in this article are for general informational and/or educational purposes. These opinions are subject to change without notice and are not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Telemus Capital does not provide tax, legal or accounting advice, and nothing contained in these materials should be relied upon as such.

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