Simply Tax® Episode 131: Wealth Planning for Build Back Better

Thoughtware Podcast Published: Oct 11, 2021
Presenters/Guests
Justin Miller
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Simply Tax Episode 131

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Several provisions included in proposed legislative text approved by the House Ways and Means Committee on September 15, 2021, would significantly change the estate planning world if enacted. Guest Justin Miller, J.D., LL.M., TEP, AEP®, CFP®, joins host Damien Martin to break these proposals down and explain what they might mean for you. Here’s what’s covered:

  • The benefits of #TaxTwitter @01:47
  • Proposed income tax increases @04:28
  • Could they actually make a retroactive capital gains rate increase? @09:38
  • Proposed estate and gift tax changes @14:13
  • What’s scaring the world of estate planners? @16:11
  • Navigating and planning for uncertainty @22:58
  • Proposed changes to retirement accounts @24:23
  • Proper planning takes time and a good team of advisors @28:41
  • The importance of a collaborative team @30:02

MORE ABOUT OUR GUESTS

Justin Miller, J.D., LL.M., TEP, AEP®, CFP®, is a partner and National Director of Wealth Planning at Evercore Wealth Management and managing director at Evercore Trust Company, where he works with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent keynote speaker at major conferences, has published numerous articles, and is regularly quoted as an industry leader in the media. Justin received a B.A., with honors, from University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.

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