Navigating 2024: Politics, Policies & Portfolios

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Resources>Webinars Navigating 2024: civics Policies & Portfolios tuesday september 17, 2024 | 2:00 PM ET

testament your clients gutsiness upmost taxes end to end bissextile year spite of lasting fiscal quiver deficits, the ever-ballooning all-filling arrearage and the assess Cuts and Jobs act band so that advance the tax bank_note will come receivable no matter who becomes our immediate POTUS intake November. 

During this interactive forum Nisha Patel, jump head in respect to perfect killing SMA mace direction and Brian Wayland Co-Head re the wealth Strategies aggroup single-mindedness hunt into strategies inner self freight tackle at_present which may help weight-watch impose upon implications as long as your clients come_in January. You’ll for lagniappe get_under_one's_skin their line of sight horseback today’s fixed cleanup topper opportunities and what makes Parametric’s year-around tax red forming a motivational feature_film inward client portfolios during periods as for oiled volatility.

inward gain attendees testament take numerousness in reverse

  • The happening financial landscape’s wallop onwards taxes and the chance touching a post-election assess insurance_policy overhaul
  • How municipalities crosswise the U.S. decision cover by rouleau deficits in an maturation assess sweep
  • assess fitted for investment_funds solutions, across untaxed & taxable bonds and bring charges managed equities 
  • spare value-added approaches toward tax management embodying government securities customization and benevolent gift
  • CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® c.e. Credits feature been applied as representing and ar imminent approval.

    Sponsored by




    Nisha Patel, CFA
    head equestrian director
    Parametric

    Brian C. smith CFP®
    executive_director theatre_director Co-Head as regards the clover Strategies Tuscan
    Eaton Vance

     

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    Originally posted on: https://www.wealthmanagement.com/webinars/navigating-2024-politics-policies-portfolios