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Fritz Meyer Answers Questions From Advisors

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Is Failing To Warn Clients Of Tax Hikes A Breach?

  Whether you sell advice as a financial planner, wealth manager, or family office professional, you arguably owe a duty to advise clients on taxation as well as investments. This year, with the election results likely to be delayed, clients are likely to have six weeks or less to act on family inheritance decisions requiring legal as well as financial counsel. Writing trust documents, creating S corps, and other legal actions will be required after modelling a range of after-tax income and estate projections. You don’t need to be a political expert to know that, with Flor

Electives

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  A4A Electives & Instructors Post-COVID Inflation and Federal Reserve Policy Mark J. Higgins Advanced IRA Tax & Financial Planning Bob Keebler Latest Estate Tax Strategies, 2022 L. Paul Hood, Jr.  Post-COVID Inflation and Federal Reserve Policy

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