2022 Year-End Planning: Reacting to Mid-Term Elections | webcast
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2022 Year-End Planning: Reacting to Mid-Term Elections | webcast

2 months ago · 1 hour 57 min watch

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The inflation reduction act, potential additional legislation, and the change in direction due to the mid-terms has great implications for our clients. Most important perhaps is the possibility of gridlock with a divided government and many provisions that our clients rely on will be allowed to sunset.

Moreover, the market volatility caused by inflation and efforts to control it is significant. It creates tremendous opportunities to harvest gains and losses, make favorable Roth conversions, gift assets to trust, make special

Download the Handout: What midterm election results mean for year-end planning

File name: 20221117-year-end-planning.pdf

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