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.
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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