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2021 Financial Forecast Series | Tax Reform | Episode 5

As we advance into the 2020 tax filing season, David L. Blain, CFA, looks ahead at the proposed tax planning changes in 2021. These changes could have severe consequences for business owners nationwide and high-income earners in states like California, Oregon, and Washington. In his 5th episode of the 2021 Financial Forecast Series, David reviews the proposed tax reforms and outlines the techniques and strategies for continued financial success.

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2021 Financial Forecast: A Step-by-Step Video Series to Help Guide You Through the Changes Ahead | Episode 1

As a Chartered Financial Analyst (CFA) and Vice Chairman of the Board of Directors at Carolina East Health System, David L. Blain, CFA, has experienced a front-row seat to the 2020 COVID-19 pandemic from both a micro and macro effect on the economy and financial markets. In his ongoing series, 2021 Financial Forecast: A Step-By-Step Guide to a Year of Change, David provides a thorough overview of what to expect in the year(s) ahead, while taking a deep-dive into the financial sectors potentially affected by the incoming administration's proposed policy changes.

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Investing In Your Life with David L. Blain

In his many years as a personal investor and financial advisor, BlueSky Wealth Advisors CEO David Blain, CFA, has become a bit of an expert in real estate investing. In a recent REI Diamonds podcast interview with Dan Breslin, David details his real estate journey, from flipping and selling homes for military families to finding success and satisfaction in syndicated real estate and real estate investment trusts (REITs).

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