Posts by Jerry Mahan

Individual Impact of Recent Stimulus Bill
Individual Tax Impacts of the Consolidated Appropriations Act

The Consolidated Appropriations Act, 2021, is a COVID-relief package that includes a number of provisions…

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Biden's Tax Plans: Policy Changes Unclear
Biden’s Tax Plan: Democrats Have Control, But Tax Reform Details Remain Unclear

Biden has indicated that his administration may consider changes to the corporate tax rate, capital…

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Estate Planning - Family Generations
Year-End Estate Planning Opportunities

Based on the expected makeup of the government next year, there are a number of…

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Tax Planning Under a Biden Presidency
Year-End Tax Planning Under a Biden Presidency

Under a President Biden, significant tax law changes are possible, including as it relates to…

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Election Scenario Update - Tax Policy
Election Outcome Update: Tax Policy Post-2020 Election

Pending the outcome of two Senate runoffs in January 2021, we may know more about…

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Year-End Financial Planning
Year-End Financial Planning Checklist

We highlight a few of the common themes, answer some frequent questions, and summarize steps…

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Tax Policy Considerations
Four Possible Scenarios for Tax Policy Post-2020 Election

Here are four possible scenarios for tax policy depending on who wins the presidential election…

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2020 Year-End Tax Planning
2020 Year-End Tax Planning for Individuals

As the year-end approaches, individuals, business owners and family offices should be reviewing their situations…

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Trump vs. Biden Tax Plans
Comparing Trump & Biden’s Potential Tax Policies

Side-by-side snapshots of current and potential future tax policies of President Trump and Vice President…

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Accelerate Income to Reduce Tax Liability
Strategies to Accelerate Income and Lower Your Total Tax Liability

As 2020 winds down, it’s time to consider year-end planning. Here are some tips for…

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