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Are clients anxious about the fiscal cliff? Are you prepared for all their questions? Get up to speed on what's at stake with this comprehensive primer on one the biggest issues facing the nation, the markets, and your clients.
7 Advisor TalkingPoints: With the election settled, all eyes have turned to the looming fiscal cliff as you develop your market outlook this week. In Europe, Germany is starting to hurt, and the U.S. begins to see economic fallout from Sandy.
A rising tax rate environment turns conventional end-of-the-year tax planning on its head. Instead of the usual strategy of accelerating deductions, 2012 may be the year to accelerate income, paying lower taxes now instead of higher taxes later.
5 Advisor TalkingPoints: As you form your market outlook this week, politicians appear to be digging in their heels, not what the Street wants to see. Elsewhere, the news is mixed, with Europe still lethargic, jobs slow due to Sandy, and retail sales down, but housing strengthening and U.S. oil independence in the offing.
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