Don McArthur, CFA® Senior Vice President, Senior Investment Strategist and Director of Equity Research

Don serves as a Senior Vice President & Director of Equity Research with Commerce Trust Company in Kansas City and manages the Fundamental S&P 500 Equity Strategy. Don joined Commerce in 2006. Don earned his accounting degree and business administration degree with economics from the University of Kansas in 1995. He also earned his Master in Business Administration degree from the University of Missouri-Kansas City in 2000 and holds the Chartered Financial Analyst® designation.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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