Washington & The Investment Landscape with Courtney Rosenberger from Strategas Securities

Recently, we had Courtney Rosenberger from Strategas Securities join us to discuss the latest updates on the possibilities of tax policy changes. Courtney, the Managing Director of Policy Research at Strategas Securities, breaks down several topics including revenue recognition for the bi-partisan infrastructure bill, tax implications, and the likelihood of a change to the corporate tax structure. We encourage you to view her presentation in its entirety, but if time is limited, please find the topics with time stamps below.

If you have any questions or need further information, please contact any of the professionals at Edge Capital Group.

Table of Contents

TIME:                          TOPIC:

00:42                          Update on Congressional activities and upcoming votes

07:00                          Odds on passage of legislation and tax implications

10:01                           Tax discussion: Individual rates, Small Business, SALT and Capital Gains

14:05                           Estate tax discussion

16:43                           Tax negotiations and ranking the likelihood of various taxes passing

20:00                          Revenue recognition for bi-partisan infrastructure bill

23:50                          Discussion of corporate tax rates

30:00                          Handicapping the 2022 mid-term elections

34:30                          Q&A on specific provisions within individual tax policy proposals

46:42                          Discussion on Federal Reserve board leadership



Courtney Rosenberger

Courtney Rosenberger is a Managing Director of Policy Research at Strategas Securities’ Washington, DC office. In this capacity, Ms. Rosenberger directs Strategas’ policy research efforts and connects the specific investment implications from changes in public policy initiatives. This involves the construction, maintenance, and analysis of Strategas’ equity portfolios based on public policy themes. Courtney also serves as the lead portfolio analyst for Strategas Asset Management’s widely followed Policy Opportunities Portfolio.

Courtney was recognized by her peers as a 2016 and 2018 Rising Star in the Washington Research category of Institutional Investor’s All-American Research Team survey. Separately, Strategas’ Washington Policy team has been recognized as one of the top Washington policy research teams by Institutional Investor in all seven years Courtney has been a member of the research team and was the #1 ranked Washington policy team in 2019.

Ms. Rosenberger graduated magna cum laude with a BBA in Finance and BS in Economics from the University of Kentucky. She currently serves as Vice Chair on the Gatton College of Business and Economics’ Emerging Leaders Board.



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.