In this Webinar we discuss the impact of the 2024 federal budget's capital gains tax increase and its implications on ultra-high net worth (UHNW) families and investors. We examine how these changes could reshape investment strategies and wealth management. Gain insights into asset allocation, estate planning, and proactive measures to navigate the new tax landscape. Whether you're an investor or advisor, this webinar provides insight into understanding and adapting to the evolving financial environment.

Host:
Mo Lidsky
CEO, Prime Quadrant

Special Guest:
Ali Spinner, FCPA, FCA, TEP
Partner, Tax
Crowe Soberman LLP

All opinions expressed by participants in the video are solely their own and do not reflect the views of Prime Quadrant or its affiliates, and are subject to change at any given time for any reason. The material contained in any of Prime Quadrant’s video productions is for informational and entertainment purposes only. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation. For more information visit www.primequadrant.com.


Unless otherwise specified, references to “Prime Quadrant” are intended to mean the Prime Quadrant group of companies. The firms that comprise the Prime Quadrant group of companies include Prime Quadrant Corp. and Prime Quadrant US, LLC. Each firm provides specific services in a particular geographic area and is subject to the laws and professional regulations of the particular country or countries in which it operates.