Over the past several years, our concerns and conversations around tax planning have steadily evolved in response to policy changes and economic conditions. The threat of the most drastic and expansive tax law changes may have dissipated for now, but high-net-worth (HNW) investors still should be focused on the effect future policy changes, as well as current laws, policies and the economic climate, may have on their own tax and planning situations. During this session, we will provide an of-the-moment policy update, as well as the top tax and planning considerations for HNW investors. We 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.
