Telemus Blog

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

Written by Financial Planning | Nov 10, 2021 6:57:08 PM

 

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.