Higher Tax Rates Ahead: The Intelligent Advisor's Guide to Helping Clients Plan
Oct 5, 2009
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By Elaine Floyd, CFP®
The year 2010 will be a tax bonanza for many clients and prospects, but 2011 could be very soberingthough the final numbers have not been decided yet. Help clients get in position for whatever may come with these suggestions on moving income, taking capital gains, accelerating deductions, and repositioning assets.