
2/13 Strategic Partners’ goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. Our podcast is focused around navigating your financial world and helping you with a process that delivers confidence grounded in a clear path forward. We believe that every one of our clients has a unique circumstance that warrants a custom solution. For more information about our team visit our website: 213strategicpartners.com or contact us at 213strategicpartners@hightoweradvisors.com | 610-850-9050.
Episodes

Tuesday Nov 03, 2020
Tax Planning in a Potential Tax Rate Increase
Tuesday Nov 03, 2020
Tuesday Nov 03, 2020
In this episode, Greg Sarian CFP, CEO & Founder at Sarian Strategic Partners speaks with Lisa McLemore CPA, Tax Principal at RSM about the potential increase in tax rates and how that will affect tax planning for both executives and business owners. She shares some tips on how business owners should plan their taxes for 2020 and forward.
Listen in to learn some strategies on how to minimize tax impact for both people building first-generation wealth or multigenerational wealth.
What you will learn:
- [1:39] How people are going to accelerate tax income while holding deductions for 2021 and forward when the rates move.
- [4:52] The importance of business owners holding losses into 2021 which may be valuable in the future.
- [7:47] The value of using evaluation professionals for those looking to monetize and pursue gifting strategies.
- [8:19] Why this is the best time to move significant money and wealth without adverse tax impactors.
- [10:50] How people are starting to think of more than wealth management and looking more into the lowest state tax rates in a bid to maintain their wealth.
Contact Us
https://sarian.hightoweradvisors.com/