2021 Economic Outlook and Implications for Business Owners and Executives

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Presented on March 1, 2021

Toby Johnston, CFP®, Partner, Private Clients Practice
Michelle Walker, CFA®, Chief Investment Officer, Wealth Management Services

The shift to an at-home and on-demand world throughout 2020 had a unique impact on the markets. Join us for our webcast to discover related potential economic opportunities for you and your company in 2021. Listen as industry professionals discuss the following topics:

  • Historical market trends and future considerations
  • The importance of personal portfolio diversification
  • Planning for a rising tax environment

Although these materials have been prepared by professionals, the user should not substitute these materials for professional services and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.

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The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.