Potential Tax Changes: Planner Impressions and Actions

Nelson, Christina
March 2009
Journal of Financial Planning;Mar2009, Vol. 22 Issue 3, p10
Academic Journal
The article discusses the results of a survey of members of the Financial Planning Association's research group on potential changes in the United States tax code which might follow the election of U.S. President Barack Obama. A wide variety of potential positive and negative effects were considered. Financial planning strategies which could be adopted in response to many such potential changes are also described. Some of the specific topics covered included tax-preferred financial instruments, withdrawal strategies, and the usefulness of professional networks in responding appropriately to changes in the tax code.


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