Election-Driven Tax Changes: Impact on Your Estate and Investments

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K & Capital

Amanda Hayes-Blocksom CFP

12 episodes

9 months ago

Welcome to Kin & Capital with Amanda Blocksom and Mark Killian!!

Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.

In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.

Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.

Your host is Certified Financial Planner, Amanda Blocksom.

Her extensive background & knowledge is paired up with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.

Kin & Capital is more than a show.

It's your resource for a financially secure tomorrow.

All content for K & Capital is the property of Amanda Hayes-Blocksom CFP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Election-Driven Tax Changes: Impact on Your Estate and Investments

K & Capital

29 minutes

1 year ago

Election-Driven Tax Changes: Impact on Your Estate and Investments

Tune into the latest episode of the Kin & Capital podcast, where we dive deep into potential tax changes and estate planning ahead of the upcoming election. 🏛️💼🎙️

In "K&C Show 10," Marc Killian leads an insightful discussion with CFP Amanda Hayes-Blocksom on critical financial matters that might impact your future.
Here are 3 key takeaways you won't want to miss:

🔍 Potential Tax Changes:

Corporate tax rate could rise from 21% to 28%.
Taxes on capital gains and dividends could surge to 44.6%.
Increases in taxes on stock buybacks, Medicare tax, and potential excise taxes on electricity and energy are on the horizon.

📉 Estate Planning:

Proposals to lower the estate tax exemption threshold from $13.610 million to $3.5 million.
Introduction of the American Housing and Economic Mobility Act of 2024 with a $500+ billion spend to build 3 million new housing units, financed through estate tax reform and more.

📊 Market & Financial Impacts:

Discussions on possible interest rate cuts by the Fed in September and their impacts on the housing market and mortgages.
Insight into market volatility, potential labor strikes in Canada, and smart money moves amid changing policies.

🔗 For detailed insights and to prepare your financial strategies, connect with Aurion Wealth Advisors at secureyoursunshine.com or call 386-846-0658.

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