Feb 10 2021 3:00PM
2021 Investment Outlook: Municipal Bonds
This session offers you the opportunity to hear from Gregory Shuman, CFA, Managing Director/Portfolio Manager with Lord Abbett, on the challenges that muni issuers faced during the pandemic as well as the prospects for the municipal market as we move forward into a recovery in 2021.
At the end of this session, advisors will have a good understanding of how the pandemic has impacted the municipal bond market and what to expect this year in terms of the potential risks and opportunities of incorporating municipal bonds into client investment portfolios.
Feb 10 2021 4:00PM
2021 Tax Update
In this session, our presenter will discuss how some recent tax proposals and law changes may affect your clients, including the CARES Act and deductibility of charitable giving, taxability of PPP loans and stimulus checks. The presentation will also cover the Consolidated Appropriations Act of 2021 and Employee Retention Credits. Finally, get a sneak peek at President Biden’s proposed tax plan!
At the end of this session, advisors will have a working knowledge of the recent tax law changes related to the CARES Act as well as the tax law changes and impact of the Consolidated Appropriations Act of 2021.