Post Election & Year-End Tax Planning

Marc To Markets

On this episode we talk about year-end tax planning and how it is different in 2020 post-elections in the U.S. I am joined by Tara Popernik, the Director of Research in the Wealth Strategies Group at Bernstein. We cover: Proposed changes to the income, capital gains, and estate tax, who should do extra planning before year-end, and the likelihood of tax reform over the coming years.
Any questions or comments, or to discuss your own financial situation, I can be reached at [e-mail] or 212-969-6655.

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