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How Tax Reform Might Impact IPA Members

Tax legislation has far reaching implications. It is critical that we identify and analyze the effects of tax reform on Portfolio Diversifying Investments (PDIs) and chart an effective course for implementation of the new law.

This call focuses on the tax package and discuss the implications of tax changes to Portfolio Diversifying Investment (PDI) industry participants. We examine provisions of the law, including retention of the 1031 exchange and the deduction for pass through entities, and how these changes may affect product development and client usage.


Panelist Panelist Panelist
Doyle Bartlett
Eris Group
Dan Cullen
Baker & McKenzie, LLP
Jill Mozer
Black Creek Group, LLC

Listen to Call:


Jul 19 2024
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