Strategy

Policy Implications in Focus

The policies that come out of Capitol Hill can have significant consequences for you and your wealth. Check here for thought leadership and commentary around lawmakers’ latest moves.

Thought Leadership

Our insights on the latest policies and what they mean for you.

Strategy

Inside the Proposed Ultra-Millionaire Tax Act

A group of lawmakers unveiled a plan that would impose an annual tax on households and trusts that have a net worth in excess of $50 million.

Strategy

Tax Increases Are Coming. Or Are They?

President Biden campaigned on an extensive list of tax changes. But it is unlikely that all these measures will be enacted as proposed, especially during the first year of the new administration.

Strategy

Quick Take: Stimulus, Taxes and Portfolios

Key takeaways on the new administration’s policy priorities and what investors should watch.

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Politics and Portfolios Webcast Series

Join us as our industry experts explore the policy issues that could affect your wealth.

Webcasts

January 25, 2021

Watch the Replay: Politics & Portfolios - The First 100 Days

With the inauguration of our 46th President complete, CIO Leo Grohowski and policy expert Dan Clifton discussed the new administration’s policy priorities and what investors should watch.

Webcasts

January 11, 2021

Watch the Replay: Post-Election Planning & Portfolio Implications

Hosted by Chief Investment Officer Leo Grohowski, listen as our experts explore potential policy initiatives under a Biden administration and their impact on markets and portfolios.

Webcasts

Browse the Complete Webcast Library

Click here to view all recorded and upcoming BNY Mellon Wealth Management Webcasts

Additional Resources

Helpful sites for navigating recent laws and policies.

White House Briefing Room

Official White House communication on legislation, presidential actions and other issues.

COVID-19 Tax Relief for Individuals and Families

Check the status of stimulus payments and learn about tax relief options.

IRS News Releases

Keep on top of the latest news on stimulus payments, tax season and more