Why Attend the 2026 Wealth, Tax & Luxury Real Estate Outlook

Gain clear, expert guidance on how to navigate 2026’s shifting markets before everyone else.

Luxury Real Estate: What's Next

• Luxury pricing and inventory trends
• Coastal and high-net-worth buyer behavior
• Timing strategies for buyers, sellers, and investors
• Where opportunity may emerge in 2026

Ed Kaminsky

eXp Luxury | Sports & Entertainment

Markets & Portfolio Strategy and Investing

• Stock market and equity outlook
• Bond market expectations
• Risk management and asset allocation themes
• How investors may want to position portfolios for 2026

Adam Phillips

Managing Director of Investments, EP Wealth Advisors®

The Economic & Lending Outlook

• Economic trends shaping 2026
• Interest rate and mortgage market expectations
• Lending conditions and capital access
• How consumers can prepare financially for what’s ahead

Todd Johnson

Portfolio Director, Wells Fargo

Tax Strategies and Cautions

• Key tax changes and sunset provisions
• Real estate and investment tax considerations
• High-income and planning strategies
• What to review now before 2026 begins

Chad O’Neill

EA | Tax Manager, EP Wealth Advisors®

2026 Wealth, Tax & Luxury Real Estate Outlook

2026 is shaping up to be one of the most important financial years in recent memory. Interest rates, tax laws, market conditions, and luxury real estate trends are all heading into a major period of transition. Those who prepare before these shifts happen will be in the strongest position.

This live virtual event brings together leaders in wealth management, tax strategy, lending, and luxury real estate to help you understand what’s coming and how to make smart decisions heading into 2026.

Ed Kaminsky

A forward-looking analysis of luxury real estate trends, pricing, inventory, and buyer behavior—focused on coastal and high-end markets, timing strategies, and where opportunity will exist in 2026.

Luxury Real Estate Outlook for 2026

Adam Phillips

A macro-level outlook on equities, fixed income, and portfolio positioning from the leader overseeing investment strategy for a nearly $40 billion wealth management firm.

Managing Director of Investments, EP Wealth Advisors®

Todd Johnson

A broad financial outlook on where the economy is heading in 2026, how interest rates and lending may evolve, and what consumers should consider now to prepare for upcoming changes.

Portfolio Director, Wells Fargo

Chad O’Neill

A practical discussion on upcoming tax considerations, expiring provisions, and proactive strategies individuals and investors should be reviewing before 2026 arrives.

EA | Tax Manager, EP Wealth Advisors®

Ed Kaminsky | [email protected] | 310-427-2414

440 Pacific Coast Hwy, Hermosa Beach, CA 90254