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With tax increases likely, Baird offers planning strategies for 2010
Timothy M. Steffen, CPA, CFP
®
Financial & Estate Planning Manager for
Baird’s Private Wealth Management Group
“While taxes are an important aspect of managing a portfolio,
the investment impact of portfolio changes should be the primary concern."
Richard A. Behrendt, J.D.
Senior Estate Planner for Baird’s
Private Wealth Management Group
“For high-net-worth clients who are likely to owe federal estate
taxes at death, making taxable gifts in 2010 may be a unique
planning opportunity, even if Congress increases the estate tax
exemption to levels of $3.5 million to $5 million.”
Additional Information
Overview – Potential 2011 Tax Increases
Media Advisory – Tax Planning Strategies for Investors
How should investors be planning for
possible tax increases?
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