2021 Year-End Planning: Active Wealth Strategies to Preserve & Protect Wealth

Presented by

Ben McGloin, Joan Crain, Jere Doyle

About this talk

While the importance of year-round planning is critical to the ongoing health of one’s wealth plan, today’s low interest rate environment and the potential for higher taxes to fund the Biden administration’s American Families Plan brings increased focus on identifying investment, tax and estate strategies to mitigate tax liabilities. Please join BNY Mellon Wealth Management experts Jere Doyle, Senior Tax & Estate Planning Strategist, and Joan Crain, Global Family Wealth Strategist, for our annual year-end tax planning webcast. Learn effective strategies and considerations in the areas of taxes, investments, estate and gift planning to ensure you are ready for what lies ahead in 2022.

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The BNY Mellon Wealth Management webcast series is an online channel that provides insights and expert advice on the latest market trends and analysis. Our comprehensive Active Wealth strategies cover five essential practices: investing, borrowing, spending, managing taxes and costs, and protecting your legacy. These practices help our clients achieve long-term financial success that stretches across market cycles and spans generations.