Skip to Content

Election impact on tax and wealth planning

Hear how you may be affected

Watch this insightful webcast as we delve into the upcoming elections and it's potential impact on tax policy and wealth planning strategies. As voters head to the polls, the outcomes will not only shape the political landscape, but also have implications for individuals and families seeking to safeguard their financial futures.

In this session, our panel will break down the proposals from both presidential candidates, analyze potential shifts in tax regulations and explore how these changes could impact estate planning strategies.  Whether you’re an individual taxpayer or a business owner, understanding these developments is crucial for making informed decisions in the months and years ahead.

We can't predict the future, but we can absolutely help you plan for it.

Katie Carlson Head of Wealth Strategy
Bank of America Private Bank
Katie Carlson headshot
Host:

Katie Carlson

Head of Wealth Strategy
Bank of America Private Bank

Jim Carlisle headshot
Speaker:

Jim Carlisle

Public Policy Executive
Bank of America

Mitch Drossman headshot
Speaker:

Mitch Drossman

Head of National Wealth Strategies
Chief Investment Office
Merrill and Bank of America Private Bank

Related Insights

TOP