By Benjamin Trujillo, Senior Advisor

As we approach the 2020 national elections, we must prepare for the possibility of significant changes to national tax policy.  Depending on which political party assumes control of the legislative and executive branches of our government, we may experience a change in tax policy from a period of relatively low taxation and oversight to one of increased taxes on the wealthy and an additional allocation of resources to taxing authorities like the IRS.

Helping individuals and businesses plan for tax-efficient investments and transfers of wealth are two of our longstanding goals.  We provide this guide to help you better understand the current proposals from both presidential candidates and to provide strategies for approaching and navigating the possible changes.  We look forward to assisting you through these complex issues.

Read more


© 2020 Moneta Group Investment Advisors, LLC.  The opinions expressed herein are those of the CWCJ Team. Given the dynamic nature of the subject matter and the environment in which these materials were prepared, they are subject to change. These materials were prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. Examples contained herein are for illustrative purposes only based on generic assumptions. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. These materials do not take into consideration your personal circumstances, financial or otherwise.