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 interactive session, 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
CFP (live event only), CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Sponsored by
Nisha Patel, CFA
Managing Director
Parametric
Brian C. Smith, CFP®
Executive Director, Co-Head of the Wealth Strategies Group
Eaton Vance
Davis Janowski - Host
Technology Editor
WealthManagement.com
