Listen to Dan Clifton, Partner and Head of Policy Research for Strategas Securities, and Edge’s Elizabeth Mackie discuss Joe Biden’s pending tax policy changes and how that could affect capital gain and estate taxes. Dan provides some great additional insights into if estate tax changes will be retroactive, his thoughts on President Biden’s proposal to hire more IRS agents to drive revenue, and who are some key figures that we should be watching when it comes to a bipartisan deal.

Dan Clifton

Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy and political developments. This includes analyzing trade, tax, healthcare, energy, and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors.

Daniel leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine. Mr. Clifton has been ranked as a top Washington policy analyst in each of the past eleven years. Daniel is also a top ranked analyst in the category of Tax and Accounting Policy.

Mr. Clifton’s research on the interaction between policy, elections, and financial markets is widely cited in the media and Daniel is a frequent guest on CNBC, Bloomberg, and Fox Business.

Prior to joining Strategas, Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. In this capacity, Daniel was part of coalitions that successfully lowered capital gains and dividend tax rates to 15 percent in 2003, a repatriation tax holiday on foreign source revenue in 2004, and reform of the nation’s private-sector pension system.

Prior to joining ASA, Mr. Clifton was Federal Affairs Manager for Americans for Tax Reform and served as a senior staff member in two gubernatorial administrations working on economic and fiscal policy issues. Daniel has also worked in various capacities on elections at federal, state, and local levels.

Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.

Elizabeth Mackie, CPA, CFP

Elizabeth Mackie is a Partner and a Senior Financial Advisor at Edge Capital. Since joining Edge in 2007, she has been instrumental in working with some of our largest clients to build customized portfolio solutions, solve the unique challenges of multi-generational families, and build relationships with clients’ trusted advisors. Elizabeth now focuses her time on the financial planning team at Edge, as well as capital markets research, strategy due diligence, and idea generation that is implemented across Edge client portfolios.

Elizabeth earned a Bachelor of Science and a Master’s degree in Accounting, and she was a member of Florida Blue Key, the school’s oldest leadership honorary. Elizabeth began her career as a Certified Public Accountant with Ernst and Young and worked on the Coca Cola Engagement Team as a Senior Accountant prior to joining Edge.

Disclosure 

Edge Capital Group has prepared this material for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.