How Tax Policy Impacts Your Wealth

Susan Jung |
Categories
Commentary


This week’s video update covers the following topics:

  • How the midterm election results could influence future estate and income tax policies
  • Why changes to estate tax exemptions could impact wealth transfers to heirs
  • How proactive estate planning, including gifting and trusts, may help minimize potential tax liabilities
  • Why income tax considerations, including capital gains and tax brackets, are important to investment strategy
  • How integrating tax planning with investment management can help improve overall tax efficiency
  • How DWM’s in-house tax professionals work with advisors to help clients navigate potential tax policy changes

Link to the video is here or watch below: https://destinationwm.wistia.com/s/869t9gpj294n88q

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