How the tax bill will benefit your wealthy clients

01/25/2011 | AdvisorOne

The recently passed tax bill will offer significant savings to affluent clients over the next two years, Gavin Morrissey observes. He outlines some of the key provisions, which include higher gift and estate exemptions and tax incentives for charitable donations made from IRAs. Advisers should help their clients take advantage of the changes while they remain in effect.

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