Post Election & Year-End Tax Planning

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 [email protected] or 212-969-6655.

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