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Welcoming Higher Standards For Our Industry

Recently, a few clients shared their reactions with me about an item in the news: that more financial advisors will soon be required to work in their clients’ best interests. This is called the “Fiduciary Standard.”

Capital gains tax reduction strategies

Capital gains tax reduction strategies

A key area of planning for our clients includes strategies to reduce tax on capital gains (the tax paid on sales of appreciated investments). Yes, we want gains, but once achieved, Uncle Sam and the other taxing authorities also like a “piece of the action.”

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