Monthly Archives: June 2021

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6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii

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  • Learn the importance of preparing for the proposed tax changes under the Biden Administration in this episode with Michael Fujii, partner at Johanson & Yau Accountancy Corporation.
  • Hear how to efficiently plan for these changes, including changes to income tax brackets, capital gains taxes and the removal of the step up in basis. 

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6/16/2021 – 71. Estate Planning for Children With Special Needs With Ellen Cookman

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  • Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC.
  • Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available in 2021.

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6/02/2021 – 70. Answering Your Questions About the Economy and Market in 2021

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  • Learn whether the markets have fully recovered from the dip they took through 2020 as Esther Szabo describes the current markets compared to last year.
  • Discover what has changed and what you can expect from the market as normalcy continues to return after the COVID-19 pandemic.

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