Taxes, the Deficit & Your Portfolio

The "Cliff Compromise": What's Next for the Economy?

Washington must address some important challenges in the weeks ahead, but the markets and the economy are proving surprisingly resilient.

Featured Articles:

Still Poised on a Cliff: Wealth Transfer Opportunities after the Fiscal Cliff Compromise(Published: January 2013)

An 11th-hour compromise permanently extends the most generous gift and estate tax provisions in a generation. But, as a leading tax policy expert explains, other reforms could still be in the works that increase the incentives for figuring out your strategy now. Read More

Investing in a Time of Higher Taxes(Published: January 2013)

For affluent investors, the new fiscal cliff agreement heightens the role that tax planning plays in investment planning. Merrill Lynch Private Banking and Investment Group CIO Christopher J. Wolfe lays out some of the strategies that can help safeguard your returns. Read More

What The New Tax Law Means For You(Published: January 2013)

A look at the provisions of the new law, and the fiscal challenges ahead. Read More

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Lynch nor its financial advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

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The "Cliff Compromise": What's Next for the Economy?

Washington must address some important challenges in the weeks ahead, but the markets and the economy are proving surprisingly resilient.

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