A new year brings a new batch of tax proposals that could leave you scratching your head. In the latest installment of Modern Wealth Management, we bring you a special edition of the show that features a unique guest from the tax planning realm. Darrick is joined by Lisa Curry, Partner at Katz, Sapper & Miller, to address a wide variety of year end tax strategies you can incorporate into your own portfolio. Additionally, Lisa showcases the current tax proposals in existence and how you should be preparing in case some are passed. There's plenty of beneficial information packed into this episode that you don't want to miss!Timecodes:0:06 - Overview on this special edition of the show0:59 - Setting the scene on the overall importance behind tax planning within your wealth plan3:00 - Introducing Lisa Curry of Katz, Sapper & Miller5:00 - Using a business to take care of the family means8:15 - "I've heard about this. What does that mean for me?"12:15 - Increasing tax rates on corporations will still likely impact you16:05 - The top individual income tax rate and the proposed changes22:35 - Capital gains and what to expect on this front29:40 - What is going to change?34:18 - The backdoor (or mega) ROTH and where it enters the picture38:54 - Selling your business and how that can impact your taxable income42:06 - What can wealthy business owners do right now to optimize their plan47:15 - The value associated with a stress test50:45 - Closing remarksConnect with Darrick and Ray:WebsiteFacebookLinkedIn

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