With the U.S. presidential election looming and the economy in the midst of one of the worst downturns in history, both President Donald Trump and former Vice President Joe Biden have proposed early drafts of their tax policies meant to address the nation’s pandemic-fueled fiscal challenges. While Trump wants to extend a 2017 tax overhaul for individuals, Biden has proposed a rollback of tax cuts and a tax hike for those making more than $400,000 a year. 

But what will these policies actually mean for American citizens should they go into effect? Join Worth and Saugatuck Financial and special guests for an intimate discussion that dives into both candidate’s proposed tax plans and the real world implications that the 2020 election could have on your finances.


Special Guests: Justin Charise, CFP, Founding Partner, Saugatuck Financial and Robert Finkel, Partner-in-Charge & Co-Chair, New York City, Moritt Hock & Hamroff
Moderator: Juliet Scott-Croxford, CEO, Worth