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FOR WHAT IT’S WORTH - Proactive Tax Management in an Election Year

  • October 21, 2020 6:11 PM
    Message # 9318061
    Deleted user

    As we pointed out in our recent blog series, elections have consequences—
    on markets, the economy, and portfolio positioning. But beyond these
    aspects of wealth, many of our clients are focused on individual tax issues.
    After all, when it comes to returns, it’s not what you make, but what you
    keep after taxes, that matters. For individuals, two types of taxes loom
    largest: income taxes (including capital gains) and transfer taxes (gift
    and estate).  Click here or on the attached pdf to continue reading. 

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