The COVID-19 pandemic led to several forms of legislation that included the CARES Act, SECURE Act, and the Build Back Better Act. Some of the changes have been well documented in traditional financial media. Others were a bit more obscure. With any new legislation, it can take 1-2 years for CPA’s and CFP’s to fully digest what they need to know as it relates to their clients and start implementing those changes once the IRS has ruled on various clarifications and challenges to the tax law. Join Alex Oliver to learn about the tax related changes he has made to his financial plans, along with ideas to keep in mind in the future.
Recorded March 17, 2022