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
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
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.