May 6, 2022
Justin Miller is a Partner and the National Director of Wealth Planning at Evercore Wealth Management and the Managing Director at Evercore Trust Company. He works with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. He is a highly respected, knowledgeable, and passionate tax attorney and an Accredited Estate Planner (AEP) and Certified Financial Planner (CFP). Justin is also an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel.
In this episode…
In 2021, there were many tax changes that the US administration proposed. These changes would affect both companies and individuals and cover income tax, capital gains tax, and taxation on cryptocurrency (crypto) and real estate investments.
So, what should corporations and individuals know about the proposed tax changes, and what tax planning opportunities are advantageous?
In this episode of the Pillar6 Podcast, Roman Polnar is joined by Justin Miller, a Partner and National Director of Wealth Planning at Evercore Wealth Management. Justin talks about the best practices for year-end tax planning. Justin discusses the biggest proposed income tax changes, the taxation of crypto investments, how to offset crypto gains or losses with traditional investments, and his recommendations on tax-saving opportunities. Stay tuned.