Evercore Publishes Independent Thinking, Summer 2019
Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
The rising U.S. deficit and its impact on private investors is the investment focus of this issue, supported by a review of modern monetary policy. Other features include the pros and cons of accelerating wealth transfer in the current tax climate, investing in private real estate (including Qualified Opportunity Zones), and the financial and other considerations associated with two big life transitions; moving to a lower- or no-tax state and divorcing in middle age or later.
Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments at firstname.lastname@example.org.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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