Here Are A Few of the Top Tax Changes for 2021 and How You Can Prepare:

This tax year will likely bring some surprises, but that’s nothing new, right?  In the United States, the tax plan as we know it has undergone a series of evolutions throughout the years, and there have been thousands of tax law changes–some for the better, some for the worse. But, regardless, we adjust and get by.

With the new presidential administration in office, we are once again facing a host of proposed tax law changes. The keyword being “proposed.” So, that means we don’t know if they will stick around or when they will go into effect if they are passed. But before you go turning up the anxiety, take a few minutes to listen to our video below. We will be reviewing these latest proposed changes and going over a few tips and strategies to help you prepare and take advantage of the laws in place while you still can.

  • As we all know, tax law changes are inevitable, get used to it!
  • If, possible, stay up to date on the latest information regarding any changes.
  • Take advantage of the current tax laws while you can.

Have Questions About What We Discussed? You’re Not Alone, We’re Here to Help!

We get it. Tax changes can be confusing, overwhelming, annoying, and sometimes scary. Such as life, right? But that doesn’t mean you have to continue to wonder, “how does this all affect me?” Whether you’re one of our long-time clients, or someone new, we want to help answer your questions and make the most out of tax changes, whatever they may be. So click below, and let’s schedule a time to talk.


Are you looking for life-long financial planning support beyond traditional wealth management? Then Del Monte Group is the right place for you. At DMG, we address a client’s entire lifestyle to help make all goals become a reality–even if they aren’t directly related to money. Our clients are more than just assets and investments. They are human beings with their own stories, and they are our family. So, when you’re in the greater Alamo or Danville, California area our door is always open to assist you in person Call us at 925.736.6410, send an email to, visit to get your meeting on the books. We can't wait to help you.

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