Wealthmanagement Email Newsletter: Colleague, you're invited! Navigating 2024: Politics, Policies & Portfolios (August 20, 2024)

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Navigating 2024: Politics, Policies & Portfolios

DATE:
Tuesday
September 17, 2024

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

Will your clients face higher taxes next year? With persistent fiscal budget deficits, the ever-ballooning national debt and the Tax Cuts and Jobs Act set to expire, the tax bill will come due, no matter who becomes our next POTUS in November.

During this webinar, Nisha Patel, Head of Fixed Income SMA Portfolio Management, and Brian Smith, Co-Head of the Wealth Strategies Group, will delve into strategies you can employ now which may help reduce tax implications for your clients come January. You’ll also get their perspective on today’s fixed income best opportunities and what makes Parametric’s year-round tax loss harvesting a compelling feature in client portfolios during periods of elevated volatility.

In addition, attendees will learn more about:

The current fiscal landscape’s impact on taxes and the prospect of a post-election tax policy overhaul
How municipalities across the U.S. will cope with budget deficits in an evolving tax landscape
Tax efficient investment solutions, across tax-exempt & taxable bonds and tax managed equities
Other value-added approaches to tax management, including portfolio customization and charitable giving

EARN CE CREDIT

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Nisha Patel, CFA

Managing Director

Parametric

Brian C. Smith, CFP®

Executive Director, Co-Head of the

Wealth Strategies Group

Eaton Vance

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

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Colleague, you're invited! Navigating 2024: Politics, Policies & Portfolios

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