Research & Insights

Managing Wealth Amidst Potential Tax Policy Changes

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Potential tax policy changes and their effects on building and transferring wealth: 8/28/2020 webinar.

AMG National Trust

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Illustration with man looking at future through a telescope past bubbles representing the upcoming election and proposed income and estate tax changes.

WEBINAR SUMMARY

Democratic presidential candidate Joe Biden has laid out many policy proposals, among them increased taxes to support initiatives. In short, income and estate taxes are expected to increase if Biden is elected, particularly if the Senate joins the House in having a majority that favors this approach. Understanding potential policy changes and the implications for your unique goals and situation is critical to effectively manage your wealth. In this webinar, AMG discusses the potential proposed policies and shares planning opportunities for consideration.

This information is for general information use only. It is not tailored to any specific situation, is not intended to be investment, tax, financial, legal, or other advice and should not be relied on as such. AMG’s opinions are subject to change without notice, and this report may not be updated to reflect changes in opinion. Forecasts, estimates, and certain other information contained herein are based on proprietary research and should not be considered investment advice or a recommendation to buy, sell or hold any particular security, strategy, or investment product.

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