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shareDeveloped by Washington experts, the Politics & Taxes 2009 program helps advisors understand legislative changes likely to occur in Washington in 2009 and what these developments will mean for clients. We review the status of crucial legislative initiatives and provide targeted investment strategies to consider with your clients in light of these possible changes.
Issues include: follow-on legislation to address the financial crisis and stimulate the economy, expiration of the Bush tax cuts, a permanent fix for the alternative minimum tax and estate tax, and the effects of the record U.S. budget deficit. Additionally, we discuss and provide training on advanced investment strategies and techniques advisors can use to help minimize client taxes in what promises to be a rising tax environment.
2009 Politics & Taxes Program Components:
- Presentations by leading experts at conferences and other meetings. Leading Washington experts will continue to discuss developments as they occur throughout 2009, providing advisors with the latest updates on the implications of congressional activity.
- Client presentation designed specifically for advisors or Eaton Vance representatives to use in small meetings or one-on-one sessions with clients. These are updated regularly and include speaker notes.
- Sales presentations review and provide training on advanced techniques advisors can use to help reduce client taxes. Topics include trusts, charitable vehicles, private pensions and other sophisticated arrangements that can benefit clients.
- Brochure on legislative initiatives likely to be a focus in 2009. Download brochure here.
- White papers provide in-depth analysis of specific tax issues and discuss ways clients can minimize taxes in light of new developments or existing law. Download our first white paper entitled "Investing in a Rising Tax Environment."
- Conference calls during the year to discuss crucial legislative developments in Washington.