Wealth Management & Financial Planning

Wealth Management & Financial Planning

A new bundle of joy also comes with a bundle of tax benefits with special guest Ben Smith in studio.

Consider This Program with Joe Clark, CFP and special guest Ben Smith, CPA, CGMA with Estep Doctor and Comany, PC.
In this segment we will cover:

The Tax Code is structured to raise revenue and help achieve several societal goals, including helping families. Several Tax Code provisions are designed to make finances a little easier for new parents, including some new enhancements from the recently enacted American Rescue Plan Act.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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