Minisode - How to Prepare for the Key Tax and Estate Issues in 2021

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About This Episode

As we look toward 2021, one of the key issues facing wealth managers will be the changes that may come with the Biden administration. There has been talk of raising both income and capital gains tax rates, as well as Social Security taxes that could be imposed on high earners. Although Biden has rejected a wealth tax advocated by some in the Democratic Party, he has proposed changes to estate tax laws, such as taxing unrealized capital gains at someone’s death

About Our Guest

Leslie Geller is a wealth strategist at Capital Group. She has 14 years of industry experience and has been with Capital Group for nearly two years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra-high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Cleary Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.

Show Notes

Here is a link to some of Leslie Geller’s research, where you can also sign up to receive ongoing insights from the Capital Group. Here is a link to the checklists that Leslie mentioned.