Time to Watch: 51 Minutes

Chris Pegg discusses tax law updates and year-end planning considerations for 2021, specifically geared for business owners.  Tune in to learn more about:

  • Legislative update for tax reform – what didn’t happen and what we still might see including
    • Possible changes to net investment income tax for S-Corps
    • Qualified Small Business Stock exemption reduction
    • Potential limited use of active pass-through business losses
  • Simple tax planning tactics to consider now for current year tax savings including
  • More advanced tax planning strategies that high net worth families and business owners should consider including:
    • Qualified plans
    • Qualified Opportunity Zones
    • Qualified Small Business Stock exclusions
    • Overall business entity structure review


Investment advice offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor DBA BWM Financial.  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.