Monday, October 29, 2012

Investment Strategies in Preparation for 2013

As the 2013 tax year is quickly approaching, there is a high degree of uncertainty about the direction the tax system is going. If designed correctly and executed properly, the tax savings (income tax savings and/or estate tax savings) can be substantial.

Source: http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/InvestmentStrategies.aspx

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