Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Dynamic tax landscape creates opportunity for tax-planning discussion
Chris Hennessey, February 8, 2012
The extension of the Bush-era tax rates into 2012 gave investors more clarity, but the ongoing debate about federal deficit reduction proposals is adding to uncertainty about tax policy beyond this year. Given the dynamic tax landscape, it may be a good time to meet with clients and review tax-planning strategies.