Join us October 21st from 12-1 p.m. Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss Taxes, Policy and Investment Strategy under possible administrations (Trump or Biden).

With the enormous stimulus packages rolled out last Spring and the 2020 Presidential/Congressional election just weeks away, projections regarding changes to income and estate taxes are high on our clients’ minds.  What changes are proposed if the White House continues to be occupied by a republican? And what if a democrat moves in?  What about the House of Representatives and Senate?  Join Jeff Brooks, Wealth Strategist with Capital Group, Home of the American Funds, for a discussion of various proposed tax scenarios depending on election results as well as actions clients can take to better position themselves for the foreseeable (and unforeseeable) future.

Jeff would also discuss: Gifts and Loans – intra family and The CARES act – charitable giving

Event Registration