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Wealth Management
July 2021 WM Webinar

Tax Planning Changes (Webinar Recording)

Watch this CAPTRUST quarterly webinar recording.

According to The New York Times, the proposed tax changes currently making their way through the legislative process could represent “the largest proposed tax increase since 1942.” While it is difficult to predict the impact of these changes until the bill has passed, the potential for adjustments to be made to tax planning strategies is great.

Moderated by Head of Wealth Management Eddie Welch, this webinar recording features Chief Investment Officer Michael Vogelzang sharing the latest market update. Joining Michael is Jeff Bush, author and commentator with The Washington Update, who discusses the current state of the proposed tax legislation, including insights into the political process and key components of the bill.