2010 Tax Act:  

Now's the Time to Step Up Income and Multiply Estate Values

The two-year tax window provided by the 2010 Tax Act offers more than income tax relief. It will enable many high net worth clients to dramatically increase the estate they pass on to future generations - provided they take action before the tax window slams shut.

As most of you know, now is the time to take action.  But getting clients to think about these opportunities can sometimes be difficult.  We have already discussed this with many clients and encouraged them to work with their trust and estate attorneys and other advisors to implement a plan.

Federal Street's Director of Financial Planning, John Przybylski, outlines the Tax Act's compelling opportunities in his new article. Click through to read the article on our website.