Top Market Takeaways: Nov. 9, 2022 | Adviser Investments

Cathy Lee on Massachusetts Question One 2022

In our latest Adviser Takeaway video, Tax Associate Cathy Lee analyzes the implications of Question One in Massachusetts following its passage by voters. She delves into specific examples of how this so-called “Millionaire Tax” could affect Massachusetts residents and offers strategies to minimize its impact on your finances. If you have questions for Cathy or the Adviser team, please send them to