September 15, 2021

1. The “CEO Pay Ratio Tax” see item #1 in this article: Four CEO Pay-Related Taxes in Play on Capitol Hill – Inequality.org
2. The proposed “Stock Buyback Tax” https://www.nytimes.com/2021/09/10/us/politics/stock-buybacks-partnerships-democrats-tax.html
3. Proposed increase in the corporate tax rate House Democrats Consider 26.5% Corporate Tax Rate – WSJ

Over the next few weeks, I will schedule additional tax chats to cover all of the tax proposals being floated by lawmakers in the four page document linked in this article: Senate Democrats float tax options to pay for Biden’s multi-trillion dollar plan (nbcnews.com), also available here: https://www.dropbox.com/s/b8tlpo8v9bhlnro/523044904-SFC-Dems-Possible-Revenue-Provisions-and-Descriptions.pdf?dl=0

September 22, 2021

• The proposed “Stock Buyback Tax”
  • https://www.nytimes.com/2021/09/10/us/politics/stock-buybacks-partnerships-democrats-tax.html
  • Buyback tax proposal could blunt a major driver of stock market returns, experts warn – MarketWatch
  • Why Stock Buybacks Are Dangerous for the Economy (hbr.org)

If you missed last week’s discussion, you can find recordings here:

Zoom: https://duke.zoom.us/rec/share/mf4b_1Etq2OB3jMzHonP8p231tE9lJ6u5wSIQt-GxJwtMV0DLjAQ6AQOIbiXVaqC.uFdjI8nBz0-yUcwJ

Youtube: https://youtu.be/CIssaqJZRI8

Over the next few weeks, I will schedule additional tax chats to cover all of the tax proposals being floated by lawmakers in the four page document linked in this article: Senate Democrats float tax options to pay for Biden’s multi-trillion dollar plan (nbcnews.com), also available here: https://www.dropbox.com/s/b8tlpo8v9bhlnro/523044904-SFC-Dems-Possible-Revenue-Provisions-and-Descriptions.pdf?dl=0

September 29, 2021

• Backdoor Roth, Mega Backdoor Roth
  • https://www.wsj.com/articles/retirement-savers-love-the-backdoor-roth-ira-strategy-it-might-not-last-11632475801
  • https://finance.yahoo.com/news/mega-backdoor-roth-162653939.html
• IRAs and Private Equity
  • https://www.cnbc.com/2021/09/20/house-democrats-plan-would-forbid-private-equity-hedge-funds-in-iras.html
• Auto Retirement Savings
  • https://news.bloomberglaw.com/daily-labor-report/who-wins-who-loses-with-auto-retirement-savings-plan-proposal

Articles can also be found here: https://www.dropbox.com/sh/s93d1d9yvgbd6vh/AACWxj9EAR-yZcI89sb0tz9Qa?dl=0

If you missed last week’s discussion, you can find recordings here:

Zoom: https://duke.zoom.us/rec/share/99ErU7Tt1hwm7ZiQrB4MFtH775vaxEEEiKOouhWOfPZivQ7zVaLtqEJvFnbzJAFq.J9TptFHafyWpHxhY

Youtube: https://youtu.be/dqVmXxvudIc

Over the next few weeks, I will schedule additional tax chats to cover all of the tax proposals being floated by lawmakers in the four page document linked in this article: Senate Democrats float tax options to pay for Biden’s multi-trillion dollar plan (nbcnews.com), also available here: https://www.dropbox.com/s/b8tlpo8v9bhlnro/523044904-SFC-Dems-Possible-Revenue-Provisions-and-Descriptions.pdf?dl=0