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Insights and Education

Wealth Management Perspectives

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The Future of Build Back Better: What It Means for You

The latest news out of Washington seems to end the chances that the tax law changes included in the Build Back Better (BBB) proposal will be approved before the end of the year. In fact, it’s uncertain if they will pass in 2022 - or ever, for that matter. While this can make planning difficult, here are a few things for you to keep in mind:

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Infrastructure and the Muni Market

When the Senate passed a bipartisan, $1 trillion infrastructure bill in August, it marked the first major legislative movement on infrastructure since 2009’s American Recovery and Reinvestment Act – and if signed into law, it could have a significant impact on state governments and the broader municipal market. But how likely is it to pass?

Markets Government
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What the New Stimulus Bill Means for You

The signature feature of the recently enacted American Rescue Plan Act of 2021 was a fresh round of stimulus payments, with checks of up to $1,400 to be issued to qualifying individuals, both adults and children. But that’s not the only effect it might have on your financial planning for this year. Here is a thumbnail guide to ARPA’s tax credits and other benefits that you may be able to take advantage of:

Tax Planning Government