As potential changes to the federal tax code and market volatility loom on the horizon, this year has started on an uncertain note for investors and taxpayers. Effective tax planning and portfolio management in 2021 call for safety and a conservative approach as investors focus on wealth preservation.

Key Topics Include:

  • Proposed changes to the estate tax
  • Proposed changes to capital gains and the corporate tax rate
  • An update on the market
  • How these factors may impact your investment strategy