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Important Tax Changes in 2012 and 2013

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The remainder of 2012 offers planning opportunities that may expire at year-end, given expected tax changes. It is important to review wealth transfer, gifting and estate plans – as well as investment strategies – to capitalize upon potential changes in the tax environment.
 

Click here to view the Janney Wealth Planning publication on these topics.

 

Janney Montgomery Scott LLC., its affiliates, and its employees are not in the business of providing tax, regulatory, accounting or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.