10 | 2021 Tax Planning with Carole Foos, CPA

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By David B. Mandell, JD, MBA, David B. Mandell, JD, and MBA. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

As the new year begins and the Biden administration takes office, this episode focuses on the timely topic of 2021 tax planning.

David opens with an overview of two tax-related topics: (1) the improvement of the tax-favored asset class of permanent life insurance by a federal law passed at the end of 2020; and (2) the tactic of timely tax loss/gain harvesting – which should be implemented throughout the year, not just in the fourth quarter.

You can find show notes and more information by visiting www.physicianswealthpodcast.com.

42 episodes