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How the New Tax Legislation May Impact Your Investments and Estate Plan
BakerAvenue Expert Insights presents September's Tax Updates: Immediate action items to grow & protect your investments and legacy.

We'll discuss how to navigate the Administration’s latest tax proposals and how they impact:
- Income and Capital Gains Tax
- Estate, Gift and Retirement Planning
- Concentrated Stock Portfolios
- Potential Market Impact

Sep 29, 2021 12:00 PM in Pacific Time (US and Canada)

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Doug Couden, CFA
Doug is a tested market specialist with multiple cycles under his belt. He leads the firm’s multi-disciplined (technical, fundamental and macro) investment approach including BakerAvenue’s Impact Strategy. He is a member of the firm’s executive committee, is responsible for managing the investment team, the firm’s research process, and the overall performance of the strategies.
King Lip, CFA, CMT
CHIEF STRATEGIST & PARTNER @BakerAvenue Wealth Management
As Chief Strategist, King serves on the executive and investment committees of the firm and is responsible for managing, developing, and communicating our investment strategies and thought leadership, both internally and externally.
Gerry O'Connell, Enrolled Agent
DIRECTOR, TAX PLANNING @BakerAvenue Wealth Management
Gerry brings 25 years of tax experience gained at public accounting firms KPMG and Deloitte, investment banks Lazard and Sociiete Generale and most recently San Francisco tax law firm Moskowitz LLP. Gerry is an Enrolled Agent (EA) the premier tax accreditation recognized by the IRS. Areas of special interest include estate planning strategies, retirement planning, real estate tax minimization and US reporting of assets held overseas.