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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130
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Transcript: Gary Cohn

Barry Ritholtz

There’s ways around that during reconciliation for budget bills and things like that. He told me, look, there’s a woman by the name of Shahir Knight, you’ve gotta go out and hire Shahira if you want to get taxes done. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Marketing 108