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Upcoming Event

The Year Ahead for Tax Laws, Stocks, and the Economy

Join our human-centric team of tax-integrated* wealth advisors for a virtual town hall.

January 19, 2022
11:30 PM UTC
Virtual, by Zoom


  • Upcoming Tax Law Changes
  • Future of the Stock Market
  • State of the Economy
  • 2022 Outlook

Hosted by

  • Edward G. Sella, CPA/PFS, CFP®
  • Leo D. Martinic, CPA
  • Rory M. McGlynn, CFP®
  • Matthew E. Gilchrist, CPA/PFS, CFP®
  • Jason J. Davis, CFA, CIMA®
  • Bradley P. Lipman, CPA, CFP®


Any opinions are those of the speaker and not necessarily those of SPC or S&M. Expressions of opinion are as of the date and are subject to change without notice. There is no guarantee that the statements, opinions, or forecasts provided will prove to be correct. Please note changes in tax laws + market conditions may occur at any time and could have a substantial impact upon each person’s situation. You should discuss tax or legal matters with the appropriate professional.