Webinar Summary

Democratic presidential candidate Joe Biden has laid out many policy proposals, among them increased taxes to support initiatives. In short, income and estate taxes are expected to increase if Biden is elected, particularly if the Senate joins the House in having a majority that favors this approach. Understanding potential policy changes and the implications for your unique goals and situation is critical to effectively manage your wealth. In this webinar, AMG discusses the potential proposed policies and shares planning opportunities for consideration.

Disclosures

AMG’s opinions are subject to change without notice, and this report may not be updated to reflect changes in opinion. Forecasts, estimates, and certain other information contained herein are based on proprietary research and should not be considered investment advice or a recommendation to buy, sell or hold any particular security, strategy, or investment product. Data contained herein was obtained from third-party sources believed to be reliable, but AMG does not guarantee the reliability of any information contained in this report.

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