tax planning

Home/Tag: tax planning

A Conversation About the 2021 Biden Tax Plan and Federal Tax Proposals

 Click on the image above to watch this video. A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more. Catherine [...]

By |2021-08-20T07:42:19-08:00August 19th, 2021|Podcast, Tax Planning|0 Comments

Click on the image above to watch this video. Market Outlook & Tax Planning Strategies For 2021 This is the replay of our live virtual client appreciation event hosted on February 17, 2021. Managing Partner Steve Wolff discusses the market outlook for 2021. Guest Speaker Rachel Ivanovich, E.A., M.B.A. shares tax planning strategies for 2021. [...]

By |2021-02-23T13:49:11-08:00February 23rd, 2021|Market Update, Videos, WWM Events|0 Comments

Tax Planning for Investors

Click on the image above to view this Proactive Wealth Process video. Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management. Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 [...]

By |2020-03-13T11:20:54-08:00March 11th, 2020|Proactive Wealth Process, Tax Planning|0 Comments