In particular, when the markets are down, there are several tax planning strategies that can be utilized which, when designed and executed properly, can create and/or shift a considerable amount of wealth in the future.
I spoke about these and other year-end tax planning techniques at today's session of the Financial Advisor Webinar Series. You can see a replay and download the presentation slides here.
Taxpayers should generally offset as much of their 2011 capital gains as possible by selling off loss assets, particularly stocks. If the tax
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