An economic, investment and financial planning discussion
The passage of the American Taxpayer Relief Act of 2012 provides investors with some clarity around income and estate tax issues. Understanding how this new legislation could impact your wealth is critical.
A panel of Key Private Bank experts, led by Bruce McCain, Chief Investment Strategist for Key Private Bank, recently discussed the major components of this new legislation and strategies investors can consider now to grow and preserve their wealth. Watch the video of this roundtable discussion, in four segments, below.
2013 Outlook: Impact of the American Taxpayer Relief Act of 2012
How will new legislation impact investors in 2013? Our investment and financial experts discuss the major changes to income and estate taxes and how it could affect your financial, estate and tax planning.
2013 Outlook: Strategies for Investors in a New Environment
What is the economic and market outlook for 2013 in the United States? What about overseas? Our experts discuss investment and planning strategies you can consider now to grow and preserve your wealth.
2013 Outlook: Gifting Strategies for 2013 and Beyond
Individuals and families with large estates continue to have opportunities to transfer substantial wealth to children, grandchildren and other beneficiaries under the new legislation. Learn more about ways to save taxes using available gifting strategies.
2013 Outlook: Retirement and Tax Planning Strategies
Our team of experts explores some provisions in the new legislation related to retirement accounts, gifting and for those with closely-held businesses to save taxes and further grow and preserve wealth.
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