As we move through the remainder of 2021, the focus on tax policy to help fund the Biden administration’s initiatives is sharpening. There are numerous tax proposals circulating that may dramatically impact taxpayers soon. Whether any of these proposals pass and in what form remains unclear.
April 6, 2021—Before you decide how much to borrow for your home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could potentially enjoy certain tax benefits or perhaps leverage investment opportunities that you may otherwise miss.
When you think about your family dynamics, do you have a feeling of unity? Specifically, that level of harmony within your family that can offer the greatest opportunity for generational success.Preparing your family for the future is important, particularly if you own and run a family business that you hope to pass to future generations.