Fairman Group Welcomes New Employees to Its Investment Advisory Team
Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to...
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Tax Proposals Introduced by House Ways and Means Committee
The Democratic Majority of the House Ways and Means Committee has released tax proposals to be included in proposed budget reconciliation legislation. These proposals present several new spending initiatives in the areas of infrastructure, green energy, social safety net,...
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Child Tax Credit Update
The American Rescue Plan Act changed the way that the Child Tax Credit is paid to eligible parents for 2021. Instead of being claimed as a credit on your income tax return as was previously the case, starting this...
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The American Families Plan
President Biden recently proposed the American Families Plan which calls for an increased audit rate and higher income taxes. The proposed changes could require proactive tax planning now to determine the best timing of income recognition. The Plan includes...
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Recent Estate & Gift Tax Proposal and Bills
Legislation that would significantly change the Estate, Gift, and Generation-Skipping Tax landscape has recently been proposed. While it is hard to predict whether any of the proposals will be enacted, we feel it is wise to plan for the...
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