Kevin Butler

When preparing for tax season, it's important to get organized early. You can place tax forms and other tax filing resources and documentation in a folder, keeping them together and easy to find when you or your CPA are ready for them. These are some resources you may find helpful in preparing your taxes for the past year and planning for the year ahead.

Strategies for reducing or optimizing your tax liability include a variety of possible approaches to retirement savings and charitable giving. Below are some resources that may help determine the right approach for your situation:

The following workbook can help you organize the critical details of your financial life and begin the process of: providing for your loved ones, clarifying your personal and financial goals, and updating your estate plan:

The following reports, articles, and podcasts address many of the concepts that support our wealth management philosophy and investment strategies and can help you keep your finger on the pulse of market movements and trends.

The Global Investment Committee's Lisa Shalett headlines this weekly look at interest rates and inflation expectations

A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.

To help you understand the most impactful tax and financial changes that came from the recent signing of the One Big Beautiful Bill Act (OBBBA), please check out the 2-page cheat sheet below.

Identity theft and financial scams are rampant today and constantly evolving. They can come by telephone (e.g., robocalls), email, and text messages. Be aware of social engineering techniques designed to compromise valuable personal and financial information, which frequently target senior and vulnerable adults. Here we've included fact sheets on several common scams, as well as links to additional guidance on protecting your identity and security, and to our Experian Identity & Credit Protection benefit available to clients.

From time to time, Morgan Stanley hosts live webcasts featuring the firm's market strategists, external experts commenting on current events affecting financial markets, cybersecurity professionals advising on emerging threats and protections, prominent industry and cultural figures discussing their personal journeys, and more. Here you can register to attend upcoming events and view recordings of recent events we think you might find of interest.

Join Chief Investment Officer Lisa Shalett, Head of Financial Planning Anthea Tjuanakis Cox and Head of U.S. Policy Monica Guerra for a timely discussion on the One Big Beautiful Bill Act and what it means for the tax and financial planning landscape.
As you prepare for tax season and review your family's financial plan, this session will help you:

• Understand the One Big Beautiful Bill Act and its implications
• Evaluate your current financial plan amid these changes
• Offer questions to ask yourself or your advisor as you review your portfolio
• Recognize the core components of a well-constructed financial plan

Discover the essentials of navigating insurance during our next Wealth Education for the Next Generation virtual event on Monday, September 8th. Understanding insurance is a crucial step in helping to secure your financial future and making informed decisions to help ensure you are adequately protected.

This session is specifically designed for the "Sandwich Generation". As individuals balancing the dual responsibilities of caring for aging parents and supporting their own children, effective estate planning is crucial. This webcast will provide valuable strategies to manage these unique challenges, ensuring financial security and peace of mind for you and your loved ones.

Dr. Kim Henderson, Head of Wealth Management Health & Wellness Education, will provide valuable insights into managing healthcare effectively, emphasizing the importance of investing in preventative care and cultivating healthy habits.

Join Morgan Stanley Wealth Management's Chief Economic Strategist Ellen Zentner in a conversation with Morgan Stanley Wealth Management's Head of U.S. Policy Monica Guerra & Morgan Stanley's Global Head of Government Relations Michael J. Stein, as they discuss:

• Updates on US Trade and Immigration policy
• The One Big Beautiful Bill Act and its potential implications
• Key developments to monitor over the next 30, 60, and 90 days

Join Wealth Management's Global Head of Thematic & Macro Investing Ellen Zentner for a fireside chat with Morgan Stanley's Head of Global Autos and Shared Mobility Research Adam Jonas for a conversation on the rapid transition of artificial intelligence into the physical world.

Hosted by Caroline Gundeck, Head of UNHW Client and Field Engagement, and Charline Burgess, Senior Wealth Education Specialist, you will learn about financial concepts, investing, and money management in a fun and interactive way.

Explore the critical importance of financial planning in achieving personal financial goals, whether it involves acquiring a dream home, starting a family, embarking on a desired vacation, or ensuring a secure retirement.

Thinking of taking the next step with someone special? One of the most important conversations to have before tying the knot is about money—how each of you feel about it, how you'll each make it, save it, spend it and invest it. Discussing potential differences will help plan for how to keep them from becoming bigger issues.

See the state of artificial intelligence (AI), the latest advancements, and how that translates to real-world impact. The discussion will feature James Dyett, Head of Enterprise & Strategic Sales, OpenAI and Keith Weiss, Head of U.S. Software Research, Morgan Stanley.

Educating yourself on the Home Buying process, and the decisions you will need to make along the way, helps make it easier to make well-informed choices that align with your overall goals, priorities and vision for the future.

Learn about the financial markets and investing including understanding the roles of buyers and sellers, market motivations, the need for a strategic approach to investing, investment indices, the concept of market cycles, and how time impacts investments.