Advisers should be thinking ahead for ways clients can protect themselves from the prospect of higher taxes in the near future. Maxing out 401(k) contributions and making charitable gifts are among the strategies included in this slide show. Attend this free webinar, Year-End Planning for Individuals in an Uncertain Environment Part 2: Client Review Meeting Essentials, to be held 3:30 to 5 p.m. Eastern time today, for more year-end tax and financial-planning ideas from industry experts.

Related Summaries