Will your clients face higher taxes next year? With continued fiscal budget deficits, an ever-increasing national debt, and the Tax Cuts and Jobs Act set to expire, the tax bill will come regardless of who becomes our next POTUS in November.
During this interactive session, Nisha Patel, Head of SMA Fixed Income Portfolio Management and Brian Smith, Co-Head of the Wealth Strategies Group, will explore strategies you can use now that can help reduce of the tax implications for your customers in January. You'll also get their perspective on today's best fixed income opportunities and what makes Parametric's year-round tax loss harvesting a compelling feature in client portfolios during periods of high volatility.
In addition, attendees will learn more about:
- The impact of the current fiscal landscape on taxes and the prospect of a post-election review of tax policy
- How municipalities across the US will cope with budget deficits in an evolving tax landscape
- Tax-efficient investment solutions, including tax-exempt and taxable bonds and tax-managed shares
- Other value-added approaches to tax management, including portfolio customization and charitable giving
CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.
Sponsored by
Nisha Patel, CFA
Managing Director
Parametric
Brian C. Smith, CFP®
Executive Director, Co-Head of the Wealth Strategies Group
Eaton Vance