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A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals

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Manage episode 300339993 series 2915408
Indhold leveret af Savvy Doc Financial Planners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Savvy Doc Financial Planners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Doc Financial Planners in Carlsbad California.

Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.

You can learn more about Rachel at elmtax.com.

FREE Webinar: 10 Ways To Hang Up The White Coat & Generate Income

Are you wanting to reconnect with your passion, your family and the things that bring you pleasure?

Join us to explore 10 ways to replace your clinical income with side gigs that could become your main gig.

You can apply these ideas to help:

1) Generate Revenue on the side 2) Transition out of clinical medicine 3) Move up retirement by 5-10 years

Click here, to get your free webinar.

Savvy Doc Financial Planners is an SEC Registered Investment Advisor

  continue reading

50 episoder

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Manage episode 300339993 series 2915408
Indhold leveret af Savvy Doc Financial Planners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Savvy Doc Financial Planners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Doc Financial Planners in Carlsbad California.

Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.

You can learn more about Rachel at elmtax.com.

FREE Webinar: 10 Ways To Hang Up The White Coat & Generate Income

Are you wanting to reconnect with your passion, your family and the things that bring you pleasure?

Join us to explore 10 ways to replace your clinical income with side gigs that could become your main gig.

You can apply these ideas to help:

1) Generate Revenue on the side 2) Transition out of clinical medicine 3) Move up retirement by 5-10 years

Click here, to get your free webinar.

Savvy Doc Financial Planners is an SEC Registered Investment Advisor

  continue reading

50 episoder

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