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Wealth advisors say some affluent clients made pre-emptive sales or gifts around tax hikes that haven't materialized. But few are sorry.

Published: December 3, 2021

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

Source: financial-planning.com

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New YorkUnited StatesSan DiegoMenlo ParkJon EkoniakEmily SmithBoca RatonDustin StamperJoe BidenProskauer RosePatrick HicksProskauer PrattDavid PrattTreasury DepartmentBuild Back BetterPresident Joe BidenGrant ThorntonBordeaux Wealth AdvisorsWilliams Jones Wealth ManagementAmerican Families PlanHouse DemocratsPolitics And PolicyEstate TaxesCapital Gains Taxes

Wealth advisors say some affluent clients made pre-emptive sales or gifts around tax hikes that haven't materialized. But few are sorry.

Published: December 3, 2021

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

Source: accountingtoday.com

Related Topics:

New YorkUnited StatesSan DiegoMenlo ParkJon EkoniakEmily SmithBoca RatonDustin StamperJoe BidenProskauer RosePatrick HicksProskauer PrattDavid PrattTreasury DepartmentBuild Back BetterPresident Joe BidenGrant ThorntonBordeaux Wealth AdvisorsWilliams Jones Wealth ManagementAmerican Families PlanHouse DemocratsPolitics And PolicyEstate TaxesCapital Gains Taxes