Since late in 2010, Andy Friedman, an expert on Washington political affairs, has predicted a stalemate on meaningful deficit reduction efforts, the risk of a downgrade in the credit rating of US debt, severe negative reaction from China, and a market swoon beginning in May 2011 (when federal stimulus ran out and spending cutbacks began). In 2012, Andy and Jeff will elaborate on Washington activity, including what initiatives may (and likely will not) be susceptible to compromise and enactment. Potential topics include efforts to reduce the federal budget deficit, jobs legislation, the future of income tax rates and tax reform, business tax changes, health care reform, the estate tax, entitlements, and retirement planning.

Andy and Jeff also will discuss strategies that investors and financial advisors might consider to take advantage of (or protect against) the current fiscal and tax environment, including specific strategies for investment, wealth transfer, and retirement planning.

To see an excerpt from Andy’s presentation, click here.  To see an excerpt from Jeff’s presentation, click here.

If you would like information about having Andy or Jeff address your business or professional gathering, please contact us by clicking here.