Financial advisers shift focus to 2012 tax planning

As the filing deadline for 2011 taxes approaches, financial advisers turn their attention to how to help their clients with 2012 taxes and tax uncertainty next year. Jean-Luc Bourdon, CPA, provides a list of nine conversation starters about taxes to begin the planning discussions. Listen to a podcast from the AICPA PFP Division on planning opportunities in light of this uncertainty and save the date for the upcoming webinar, Proactive Planning Preparation for 2013, on May 9.

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InvestmentNews (free registration) · Pacific Coast Business Times (Santa Barbara, Calif.)

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