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Responsibly Funding Our Priorities Thumbnail

Responsibly Funding Our Priorities

On Monday, The House Ways & Means Committee released their proposed legislation titled “Responsibly Funding Our Priorities”. The preliminary tax legislation, which circulated on, and off Capitol Hill, would raise as much as $2.9 trillion to pay for most of President Biden’s sweeping expansion of the Social Safety net by increasing taxes on the wealthiest corporations and individuals (those over $400k of income). While this proposed legislation is only the 1st draft and is still far from law, so far it is the best glimpse into what we might expect. Here are some of the key points.

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Why are the headlines terrible?

Headlines are looking grim again, so let's pause and take stock. Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to whip up emotions and keep us glued to the latest "BREAKING NEWS." So, what’s behind the noise and should we worry? Before we jump into unpacking the news, let’s take a moment and remind ourselves of how far we’ve come since the pandemic began.

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A Tale of Two Deals

It appears we have a deal on infrastructure. Maybe. After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works. Good news: no tax hikes. But you'll want to read on because we're not out of the woods yet.

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$50 burgers (should we worry about inflation?) Thumbnail

$50 burgers (should we worry about inflation?)

How much inflation can the country afford before we’re in trouble. Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s inflation in action. Economists use the broad increase (or decrease) in prices of goods and services across the country as a measure of economic health.

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For the 99.5% Act Thumbnail

For the 99.5% Act

On March 25th, Senator Bernie Sanders introduced legislation in the Senate titled “For the 99.5% Act”, representing the first piece of legislation this year to propose lowering the estate tax exemption along with other key proposals since President Biden took office. On Monday, Senator Chris Van Hollen introduced a bill that would tax gain on capital assets at death and many gifts. While these pieces of legislation are only proposed and would have to follow typical protocols prior to being voted on and enacted, we thought it was important to provide bullet points on the key provisions of the bills as they relate to estate planning.

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