Episode 8

Published on:

1st Dec 2021

Overview on Upcoming Tax Proposals with Lisa Curry

A new year brings a new batch of tax proposals that could leave you scratching your head.

In the latest installment of Modern Wealth Management, we bring you a special edition of the show that features a unique guest from the tax planning realm. Darrick is joined by Lisa Curry, Partner at Katz, Sapper & Miller, to address a wide variety of year end tax strategies you can incorporate into your own portfolio.

Additionally, Lisa showcases the current tax proposals in existence and how you should be preparing in case some are passed.

There's plenty of beneficial information packed into this episode that you don't want to miss!


0:06 - Overview on this special edition of the show

0:59 - Setting the scene on the overall importance behind tax planning within your wealth plan

3:00 - Introducing Lisa Curry of Katz, Sapper & Miller

5:00 - Using a business to take care of the family means

8:15 - "I've heard about this. What does that mean for me?"

12:15 - Increasing tax rates on corporations will still likely impact you

16:05 - The top individual income tax rate and the proposed changes

22:35 - Capital gains and what to expect on this front

29:40 - What is going to change?

34:18 - The backdoor (or mega) ROTH and where it enters the picture

38:54 - Selling your business and how that can impact your taxable income

42:06 - What can wealthy business owners do right now to optimize their plan

47:15 - The value associated with a stress test

50:45 - Closing remarks

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About the Podcast

Modern Wealth Management
A Practical, Process-Driven Approach to Wealth Management
Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success.

Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management.

So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.