| Join FPA New England and Leslie Geller, Sr. Vice President & Wealth Strategist for a 2024, Q4 – Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty |
| Over the last several years, our concerns and conversations around tax planning have steadily evolved in response to policy changes and economic conditions. After a brief period of calm and relative stability in the planning world, the upcoming elections and impending sunset of the TCJA are bringing with them a new period of uncertainty and necessary wariness. HNW investors especially are focused on the effect future changes in tax legislation and the economic climate may have on their own tax and planning situations. During our session, Leslie will provide an of-the-moment policy update, as well as the top tax and planning considerations for HNW investors that respond to their real-time concerns and capitalize on the current state. Leslie will address the outlook for tax legislation in the coming years, as well as the creative income and estate planning strategies that leverage our current economic environment and provide flexibility in a time of political and legislative uncertainty. |
We will cover:
- An overview of the current tax policy landscape, including the implications of the impending sunset of the TCJA
- The impact of the election on the direction of tax legislation in the coming years, and the different scenarios we may encounter depending on the outcome of the elections
- How other factors besides politics, like the debt/deficit, inflation and the economy generally, and recent Supreme Court decisions, will impact tax policy
- The importance of focusing on planning that makes sense for your clients and their families, instead of trying to predict the future
- Practical tax planning moves to consider now, based on current laws and policy landscape (e.g., tax loss harvesting, gifting)
- Year-end gifting and income tax mitigation strategies that always make sense, no matter what’s on the horizon
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