Webinar Replay: The Outlook for Equities and Proposed Tax Increases Targeting Investments

In this webinar, our experts discuss investing in this phase of the “COVID economy,” as well as how to navigate proposed tax reforms targeting investments and wealth accumulation.

Webinar Replay Here

US equities have been on a tear, up more than 100% from the COVID lows of March 2020, and recently logging seven straight months of gains. At this juncture price momentum continues unabated, but some market professionals are beginning to recommend caution.

In the webinar, UBS’ David Lefkowitz shares his insights and recommendations regarding the outlook for equities in the months ahead.

Federal budget proposals currently before Congress seek $4.5 trillion in federal spending 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 tax specialist Tom Riggs shares his perspective on what will ultimately become law, when, and how it will affect tax planning going forward.

Featured Speakers:
David Lefkowitz, CFA, Head of Equities, Americas
UBS Global Wealth Management

Thomas Riggs, JD, CPA, MAS, Director of Financial Services Tax and Advisory
PKF O’Connor Davies