Will your purchasers face greater taxes subsequent 12 months? With persistent fiscal finances deficits, the ever-ballooning nationwide debt and the Tax Cuts and Jobs Act set to run out, the tax invoice will come due, irrespective of who turns into our subsequent POTUS in November.
Throughout this interactive session, Nisha Patel, Head of Mounted Earnings SMA Portfolio Administration, and Brian Smith, Co-Head of the Wealth Methods Group, will delve into methods you possibly can make use of now which can assist cut back tax implications on your purchasers come January. You’ll additionally get their perspective on at the moment’s mounted earnings finest alternatives and what makes Parametric’s year-round tax loss harvesting a compelling characteristic in consumer portfolios during times of elevated volatility.
As well as, attendees will be taught extra about:
- The present fiscal panorama’s affect on taxes and the prospect of a post-election tax coverage overhaul
- How municipalities throughout the U.S. will address finances deficits in an evolving tax panorama
- Tax environment friendly funding options, throughout tax-exempt & taxable bonds and tax managed equities
- Different value-added approaches to tax administration, together with portfolio customization and charitable giving
CFP (stay occasion solely), CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been authorised for (1) credit score hour.
Sponsored by
Nisha Patel, CFA
Managing Director
Parametric
Brian C. Smith, CFP®
Government Director, Co-Head of the Wealth Methods Group
Eaton Vance
Davis Janowski – Host
Know-how Editor
WealthManagement.com
