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2021 Tax Resources

Estate Planning in an Ever-Changing Tax Environment

Given the changing environment with the proposed tax legislation, Granite Harbor Advisors has teamed up with Husch Blackwell, LLP to take a deeper look into what these changes could mean for families and their estate planning objectives.



President Biden's Proposed Tax Legislation

While the proposed legislation will impact every American family in some way if passed, those that earn over $400,000 per year or have assets in excess of $3,500,000 should pay particular attention. Featured is a recording of our 2021 Proposed Tax Legislation webinar, where the Partners present an overview of the proposed legislation.

Helpful 2021 Tax Resources

For the 99.5 Percent Act

For the 99.5 Percent Act

On March 25th, Senator Bernie Sanders introduced the “For the 99.5 Percent Act.” This proposal has the potential to represent a significant reduction in the gift and estate tax exemptions that are currently available. Families that were not previously subject to those taxes could now be impacted. If...
2 minutes read
Financial Planning for a Biden Presidency

Financial Planning for a Biden Presidency

Following the 2020 election, Biden is in the White House and Democrats hold the majority in Congress. While it’s a 50/50 split in the Senate, Vice President Kamala Harris can act as a tie-breaking vote, giving Democrats more leverage to pass legislation. With this current makeup, the likelihood of n...
8 minutes read
2021 Proposed Tax Changes

2021 Proposed Tax Changes

It’s hard to believe we are already several weeks into 2021! Here is a quick review of the current balance of power in Washington: Democrats have secured a slim majority in the house, split the senate 50/50 with Kamala Harris serving as the tiebreaker, along with a Biden presidency. So what do...
3 minutes read

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2021 Tax Changes?

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