BEGIN:VCALENDAR VERSION:2.0 PRODID:-//PKF O'Connor Davies//NONSGML Events//EN CALSCALE:GREGORIAN X-ORIGINAL-URL:https://www.pkfod.com/events/ X-WR-CALDESC:PKF O'Connor Davies - Events BEGIN:VEVENT UID:20210908T1650Z-1631119857.49-EO-11553-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20240328T205247Z CREATED:20210908T160506Z LAST-MODIFIED:20230417T153829Z DTSTART;TZID=America/New_York:20210923T140000 DTEND;TZID=America/New_York:20210923T160000 SUMMARY: Live Webinar: The Outlook for Equities and Proposed Tax Increases Targeting Investments DESCRIPTION: Join our experts as they discuss investing in this phase of th e “COVID economy\,” as well as how to navigate proposed tax reforms targeti ng investments and wealth accumulation. Background: US equities have been o n a tear\, up more than 100% from the COVID lows of March 2020\, […] X-ALT-DESC;FMTTYPE=text/html:
Join our experts as they discuss investing in this phase of the "COVID economy\," as well as how to navigate proposed tax reforms targeting investments and wealth accumulation.
B
ackground:
US equities have been on a tear\, up more than 100
% from the COVID lows of March 2020\, and recently logging seven straight m
onths of gains. At this juncture price momentum continues unabated\, but so
me market professionals are beginning to recommend caution.
In this l ive webinar\, UBS' David Lefkowitz will share his insights and recommendati ons regarding the outlook for equities in the months ahead.
Federal b udget proposals currently before Congress seek $4.5 trillion in federal spe nding on infrastructure and social programs this year\, on top of almost $8 trillion in COVID-related stimulus since early 2020. Current tax proposals seek to fund a significant portion of this unprecedented spending through tax increases on personal investments and accumulated wealth.
Our ta x specialist Tom Riggs will share his perspective on what will ultimately b ecome law\, when\, and how it will affect tax planning going forward.
Featured Speakers:
David Lefkowitz\, CFA\, Head of Equities\, America
s
UBS Global Wealth Management
Thomas Riggs\, JD\, CPA\, MAS\, Director of Financi
al Services Tax and Advisory
PKF O'Connor Davies