Recorded April 15, 2021
Preparing for Tax Changes on the Horizon
Tax increases on the horizon are set to impact the wealthiest Americans, but several proposals being considered in Washington could force people of more modest wealth to reconsider their financial plans. Author and New York Times columnist Paul Sullivan joins Wes Thompson in an engaging discussion of the planning opportunities available now that could save your clients substantial amounts in the future.
Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance. His articles have appeared in publications such as Fortune, Money, and The Financial Times.
Paul’s new book, The Thin Green Line: The Money Secrets of the Super Wealthy, draws a stark line between the wealthy and everyone else, whether they are rich or poor. It shows the decisions that people can make and the behaviors they can change to put themselves on the right side of that line. His first book is the highly acclaimed Clutch: Why Some People Excel Under Pressure and Others Don’t, named a Best Business Book of the Year by Strategy + Business.