Capital Ideas™ 
Investment insights from Capital Group

Taxes
Smart tax strategies and regulatory outlook

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


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Join us live at the New York Stock Exchange as we discuss the latest tax and regulatory proposals out of Washington and share actionable insights for smart tax planning. Our panel will explore potential pitfalls and opportunities and provide information to help optimize your clients' wealth and estate plans for the long term.


Event date: Tuesday, March 11, 2025

Reagan Anderson is a senior vice president of government & regulatory affairs. She has 24 years of investment industry experience (as of 12/31/2024). She holds a bachelor's degree in journalism from Ohio University.  

Stacey Delich-Gould is a senior counsel at Capital Group. Before joining Capital in 2018, she spent more than 10 years in private legal practice. Stacey holds a law degree as well as a Master of Laws in taxation from New York University and earned her bachelor’s degree from Tufts University.

Chris Jenkins is a business development specialist at Capital Group Private Client Services. He has 32 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree in finance from the University of Memphis. He also holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations.

Will McKenna is a content director at Capital Group and a frequent host of Capital Ideas and PracticeLab webinars and podcasts. He has 29 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree from Princeton.

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Featuring
Reagan Anderson
Senior VP, Government Relations
Stacey Delich-Gould
Senior Counsel
Chris Jenkins
Business Development Specialist, Capital Group Private Client Services
Will McKenna
Content Director

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*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

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