Episode # 272 – PPP 2.0, What it Means to You. Plus, Helping You Get a Jump on Estate Tax Increases

December 31, 2020

Steve is joined by Financial Advisor and CPA Tim Joseph of the CFN team to discuss the latest information on the federal government’s next iteration of the Payroll Protection Program, known as PPP.  The program directly impacts business owners, but Steve also explains how PPP affects the overall economy and ultimately the wealth of all Americans.  Then, the discussion turns to estate tax planning, capital gains, the gift tax and more. With the Biden economic team undoubtedly seeking changes to our existing tax laws, careful planning is now more important than ever. Steve and Tim discuss several strategies.

Listening Time: 33 minutes

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