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Take a deep dive into the latest economic, tax and financial policies that could influence your wealth strategy. Find out what our experts will be factoring in when they consider your plan and get details on what to expect in the short- and long-term.

Tax Planning

2021 Tax Update: Comparing and Preparing for the Latest Tax Proposals

Proposals call for significant increases on taxes paid by high-net-worth individuals.

October 2021
Legislation and Policy

Legislative Watch: Changes That May Impact Donor-Advised Funds or Your Private Foundation

On June 9, 2021, Senators Chuck Grassley (R-IA) and Angus King (D-ME) introduced the Accelerating Charitable Efforts (ACE) Act. If enacted, the legislation would heighten transparency and expedite the pace of resources flowing from donor-advised funds (DAFs) and private foundations to working charities.

August 2021
Legislation and Policy

Trust Tax Update: Could the Biden Administration’s Deemed Realization Proposal Affect Your Charitable Trust?

The White House’s 2022 budget request includes tax changes – many of which could influence certain trusts and how gains are taxed. Changes would take effect January 1, 2022, so the time to consider changes is now.

August 2021
Legislation and Policy

2021 Tax Planning Update: Current Spending Proposals and Potential Impact to Taxes

The American Jobs Plan — also known as the Infrastructure bill — was introduced by President Biden on March 31, 2021. The plan proposes spending of $2.3 trillion over eight years on a variety of initiatives.

May 2021
Economic & Market Research

Key Questions: What Does Fiscal Stimulus Mean For Fixed Income?

Interest rates may continue to climb, but some bonds stand to benefit.

March 2021
Tax Planning

Stimulus Round Three: What the American Rescue Plan Act Means for You

On March 11, 2021 President Biden signed into law the $1.9 trillion American Rescue Plan Act of 2021 (“ARPA”), the third relief package implemented to address the COVID-19 pandemic.

March 2021
Economic & Market Research

Key Questions: How Much Stimulus Is Too Much?

How much stimulus would trigger inflation might be the bigger question.

March 2021
Tax Planning

Biden Administration Update: Potential Tax Plans with a Democratic Controlled Congress

With the Georgia Senate runoff elections in the rear-view mirror, Democrats will control both the White House and Congress for the first time since the 2010 midterms.

January 2021
Economic & Market Research

Key Questions: What Will Joe Do?

Well, it’s over. Almost. The largest (with respect to turnout), most expensive, and arguably the most contentious election in our country’s history appears to have ended.

November 2020