Are you experiencing an unusually high response rate for annual year-end planning meeting requests?
This is likely due to speculation about 2017 tax reform, and changes the Trump administration and Congress might bring. But are the potential changes the most prudent things to focus on? Faced with the unknown, it might be wise for advisers to shift their clients’ focus back to smart and evergreen year-end financial planning, taking full advantage of the current tax rules.
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