With the U.S. government’s potential new $2 trillion-plus tax plan on the horizon, knowing how to guide clients through possible changes can be tedious.
Friedman's Jo Anna M. Fellon, Partner, recently spoke with ROI-NJ about who may be affected most and her own advisement strategy.
“We’ve all been really planning proactively in advance of these potential changes,” she said. “And wealth stewardship is something we’re ready to do daily, outside of any deadlines.”
Read on here.