Aimee O’Connor, CFP®
Managing Partner
The House Ways and Means Committee released 881 pages of a proposed bill that would make changes to the tax code impacting income, estate, and gift taxes on September 14th, 2021. The bill will most likely see some changes to reach a majority vote in the Senate, but even with some revisions to the current proposal, major tax reform is expected in 2022. In this legislative update, we provide a summary of potential tax code changes based on the most recently available information.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
05.07.2025
The aging population in the United States has garnered increasing attention over the past two decades, coinciding with the retirement…
04.29.2025
This week’s chart shows two indices created by Morgan Stanley that seek to track the performance of companies with different…
04.28.2025
Since the onset of the pandemic, the commercial real estate market has experienced significant volatility — first benefiting from a…
04.23.2025
According to the most recent Bank of America Global Fund Manager Survey, gold has surged to the top of the…
04.17.2025
This video is a recording of a live webinar held April 16 by Marquette’s research team analyzing the first quarter…
04.16.2025
As markets swirl and stagflation fears mount, what should investors do? Our newsletter…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >