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About the Financial Planning “Todd Talk”

What could happen to my taxes in 2021 and beyond?

Taxes have come to the forefront as we approach the election. The underlying theme is – uneasiness. Regardless of who you’re voting for or who will ultimately sit in the White House in January 2021 is unknown. So, what should you know as you prepare to vote?

We’re very excited to provide some information regarding the tax plans of each candidate. Joining us for our discussion is President and Managing Partner, Joseph Giordano, CPA, CGMA, and Director and Tax Department Chair, Lisa DeRose, CPA, CCIFP, CGMA from Whisman Giordano & Associates. These two CPAs have a very strong handle of what’s on the table from a tax perspective.

Some of the key items we will be discussing are as follows:

  • Former Vice President, Joe Biden’s tax proposal and his proposed plan. Also, if the current rules remain in effect, what does that mean as our country now faces the responsibility of paying for the stimulus of the Coronavirus?


Presidential Candidate Tax Proposal Analysis

Tuesday, October 27th, at 2 PM 



Todd Roselle, CFP® CHFC®



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