Join Michael Merlin, Founder of Merlin Wealth Management, Tim Laffey, Head of Tax Policy and Research at Rockefeller Capital Management, and Jason Thompson, Head of Wealth Strategy at Rockefeller Capital Management, as they take a deep dive into tax policy and estate planning strategies knowing now that a Republican majority will be leading the government for the next four years.

This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller.

Forward-looking statements including those presented herein are inherently uncertain as future events may differ materially from those reflected and past performance is not a guarantee of future performance. This podcast was recorded at Rockefeller Capital Management Buckhead in Atlanta, GA.