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\, Direc
tor of Financial Services Tax and Advisory
PKF O'Connor Davies