September 2021
For those of you who missed our recent webinar featuring Jeffrey Brooks & Jeremy Kovacevich, a recording can be found below. Jeff and Jeremy focused on core themes around tax & estate planning in 2021, and provided an overview of current legislative proposals offering some thoughts as to what might make it across the legislative finish line. Also discussed were the proposals that are likely to be most impactful to client’s financial plans, including increases to ordinary income & capital gains taxes, and the reduction of lifetime gifting & estate exemptions.
Ultimately, we believe the best plan is one that is based on values and goals, allowing for comfort & peace of mind while seeking tax efficiency. Please feel free to reach out to your HoyleCohen Advisory team to discuss your personal scenario.
Your Hosts:
Jeffery R. Brooks: Wealth Strategist
Capital Group
Jeffrey R. Brooks is a wealth strategist at American Funds, part of Capital Group. He has 21 years of industry experience and joined Capital Group this year. Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. He holds a juris doctor degree from the University of Missouri, Columbia and a bachelor’s degree in journalism (broadcast sequence), also from the University of Missouri, Columbia. He is a member of the Missouri Bar. Jeff is based in Los Angeles.
Jeremy Kovacevich, MBA, CFP®,
Senior Director of Advisory Services, Partner
HoyleCohen, LLC
As Sr. Director of Advisory Services, Jeremy Kovacevich oversees the Advisory Teams and the Financial Planning Department at HoyleCohen. In an advisory capacity, Jeremy works to facilitate ongoing wealth management services for HoyleCohen clients. His comprehensive advocacy style compliments the firm’s planning-centric approach to wealth management and allows Jeremy to address his clients financial needs and goals in a holistic way.
Jeremy holds the Certified Financial Planner (CFP®) designation and is an active member of the Financial Planning Association (FPA). He has served as a past president and Chairman of the Board of the San Diego Chapter of the FPA, and currently serves as a Member at Large.
Compliance Disclosure
HoyleCohen is a fiduciary acting on behalf of our clients. We are a fee-based investment advisor and do not receive commissions for any investment strategies of products that may be discussed. This discussion was intended for informational purposes only. No decisions regarding investment strategies should be made based solely on this presentation and nothing shared should be interpreted as investment advice. Any investment decisions should be discussed with your Advisor. Finally, all investments carry the risk of loss, including the permanent loss of principal and past performance is not a guarantee of future results.
