2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority

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.

What is Taking the Complex and Making It Simple: The MWM Educational Podcast?

Join Michael Merlin, Founder of Merlin Wealth Management at Rockefeller Capital Management and various friends, colleagues and experts as they take complicated financial concepts and break them down to simple, easy to understand ideas.

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