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New Checklists, 2021: How Might President Biden’s Tax Plan Affect Mass Affluent and HNW Clients

April 14, 2021
Resource Additions, Announcements

With a new administration comes a new tax plan, and your clients will have questions. The new checklists — one for mass affluent clients and the other for HNW clients — will help you lead and guide productive conversations. 

Throughout 2020, the Biden campaign outlined a tax plan that identified key objectives and policy changes. Now, as the new administration gets to work, the President and his team remain committed to the core campaign promises, that are targeted toward increasing taxes on corporations and high-income households. Currently, the tax plan loosely defines high-income households as $400K+ and is unclear regarding filing status.

Although most of Biden’s tax plan has yet to become a reality, it’s always best to start client conversations early. You can help clients avoid surprises and set reasonable expectations. When you are proactive, confident, and poised to adapt, you will help your clients adjust if and when changes come down the pike.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
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