CCA Podcasts
A forum for discussion of, and education in topics relevant to the high net-worth investor community.
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CCA Podcasts
Taxes on Sunset: The Tax Cuts and Jobs Act of 2017
In this episode Christina Copeland, Principal and Sr. Investment Manager, will evaluate the Tax Cuts and Jobs Act of 2017.
Scheduled to sunset at the end of December, 2025, potentially expiring provisions calls for adjustments within tax strategy as it relates to marketable securities.