November 15, 2013 David McKnight
Getting Our Clients Off the Train Tracks

Here’s an interesting article from Men’s Health Magazine that talks about a man who pushed an elderly couple out of the way of an oncoming train. When you think about it, aren’t we trying to do the exact same thing with our clients? According to the CBO, that freight train arrives in about 2023, and it’s coming in the form of higher taxes. Every year matters when it comes to protecting our clients’ assets from the impact of rising taxes.



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