10 | 2021 Tax Planning with Carole Foos, CPA

Wealth Planning for the Modern Physician

English - January 21, 2021 11:00 - 38 minutes - 52.4 MB - ★★★★★ - 39 ratings
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Previous Episode: 9 |The Value of Specialization, with Entrepreneur & Orthopaedic Surgeon Scott Faucett, MD, MS

Next Episode: 11 | The Importance of Asset Protection & Other Lessons with Dermatologist-Attorney-Professor David Goldberg, MD, JD

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.