Solutions
Solutions

Our solutions provide clients with access to comprehensive wealth planning through a custom investment approach and systematic wealth planning.
Investments

Wealth Planning

Trust & Lending
Insights
Insights

Access perspectives on the markets, investment strategies and and how our advanced wealth planning can help clients achieve their goals.
Investment Insights

Advice & Planning Insights
About
About

Our guiding investment philosophy is based on the belief that by combining a global asset allocation framework with alternative investments we can achieve an optimal balance between return and risk.
Our Firm

Leadership Team

Our Team

2021 Federal Tax Reference Guide

January 21, 2021

The 2021 Federal Tax Reference Guide from Calamos Wealth Management, updated for the 2020 tax year, provides a convenient reference source for tax preparers. The guide's information is organized around the categories of Income, Investment, Retirement, Charitable Gifts and Estates.