American Jobs Plan: Potential Implications for You and Your Business

Last week in his annual letter to shareholders, JP Morgan CEO Jamie Dimon described the U.S. economy as having a Goldilocks moment. He noted that we could see a period of faster economic growth, with both inflation and interest rates rising in a “just right” manner. Let’s dig into that.

Now that the election has passed and Joe Biden is President and Democrats control both houses of Congress, it’s time to update our pre-election guidance on critical tax-planning topics. Here are three of the most important areas for watching—and potentially acting—in the year ahead.

Successful business owners often want more than just the maximum amount of money they can get. These owners have deeply ingrained values-based goals that guide why and how they do business. But many of those same owners don’t apply an appropriate amount of weight to values-based goals until it’s too late to achieve them.