In this episode of the Hightower Bethesda podcast, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Jeffrey Gershen, from Aronson’s Tax Services Group, about potential changes under President Joe Biden’s upcoming administration. Jeffrey is a CPA that focuses on serving business owners and specializes in tax compliance, business planning and consulting. He discusses potential changes that might be in the pipeline with Biden’s proposed plans and mentions a few concerns he’s hearing from his clients. Listen to some of the strategies he suggests to be more proactive.
“I hate to say it, but death and taxes are certain, and you can also add that changes in taxes are always certain. So it keeps us engaged, but again, at the end of the day, it’s about being proactive and planning as much as you can, but you have to be flexible too.” -Jeffrey Gershen [29:47]
What You Will Learn:
Our Contacts:
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Resources:
Visit our website: https://bethesda.hightoweradvisors.com
Visit Aronson’s Tax Services Group: https://aronsonllc.com
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