Investing Implications of Inversions

Andy discusses whether investors should favor companies that are inverting (moving their headquarters out of the United States).

Investing Implications of Inversions2014-10-29T08:27:41+00:00

The Wealthy are Giving More

Andy discusses whether Congress will extend the tax provision allowing seniors to make charitable contributions directly from their IRAs.

The Wealthy are Giving More2014-10-06T11:46:30+00:00

The Washington Effect on Your Clients’ Investments

At the Financial Services Institute Advisor Summit, Andy tells advisors and their clients to pay attention to what’s going on in Washington, especially when it comes to tax reform and the impact on the markets of Congressional dysfunction.

The Washington Effect on Your Clients’ Investments2014-10-01T15:19:09+00:00

What Do Corporate Inversions Mean for Clients?

Andy Friedman tells attendees of the FSI Advisor Summit that investing in a company moving offshore to save taxes can be worthwhile if the merger also makes sense for business reasons.

What Do Corporate Inversions Mean for Clients?2014-10-01T14:53:35+00:00

Andy Friedman: Why tax reform’s not happening soon

According to political analyst Andy Friedman of The Washington Update, tax reform, however much favored and seen as necessary by policy advocates and ordinary Americans, remains far from inevitable.

Andy Friedman: Why tax reform’s not happening soon2014-06-30T10:07:41+00:00

Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

President Barack Obama's current tax proposals don’t appear likely to win congressional approval, though a variety of popular wealth transfer techniques may be curbed as part of a budget compromise needed to raise the nation's debt limit.

Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?2013-05-22T08:00:22+00:00

Smart Money Strategies For Obama 2.0

Andy discusses the prospects for resolution of the fiscal cliff dilemma and how investors will be affected in the cover story of Forbes magazine.

Smart Money Strategies For Obama 2.02012-11-27T08:00:45+00:00

Expert foresees end-of-year rush to implement tax avoidance strategies

Whatever compromises President Obama and a divided Congress agree on to avert the pending fiscal cliff and reform the current loophole-ridden tax code, taxes on wealthy Americans are certain to rise next year. That means that life insurance and financial service professionals need to approach their clients before year-end about leveraging a host of tax-avoidance strategies.

Expert foresees end-of-year rush to implement tax avoidance strategies2012-11-15T08:00:22+00:00

Obama Wins. Do Advisors Lose?

Andy comments on the likely effect of Obama's re-election on the financial services industry and taxes.

Obama Wins. Do Advisors Lose?2012-11-07T08:00:03+00:00

Advisors Must Prepare for Eventful Lame-Duck Session on Taxes, Spending

The horse race politics of the run-up to the November presidential election may be the order of the day, but just around the corner in Washington lurk what promise to be contentious debates over fiscal issues of major significance for financial advisors and their clients.

Advisors Must Prepare for Eventful Lame-Duck Session on Taxes, Spending2012-09-04T08:00:18+00:00

Rift, rather the chasm, separates parties on investment-income taxes

Although a chasm separates Democrats and Republicans over most of the Bush tax cuts, the difference between them on taxation of investment income is more of a rift. Democrats are seeking a 20% rate on dividends and capital gains, while the GOP wants to set it at 15%.

Rift, rather the chasm, separates parties on investment-income taxes2012-08-06T08:00:19+00:00

Press coverage of Andy’s Midwest tour

Political Affairs Expert Andy Friedman Speaks at Ohio University-Zanesville WHIZ-TV (Zanesville, Ohio). Speaker predicts another Obama term The Times of Indiana.

Press coverage of Andy’s Midwest tour2011-09-06T08:00:26+00:00

Research Magazine – Policy Analytics: Investing in a Rising Tax Environment

"A year and a half into the Obama administration, the federal budget deficit is soaring. Spending has swelled as the government expended funds to support financial institutions, stimulate the economy and provide benefits to out-of-work families. Meanwhile, the recession brought a precipitous drop in federal tax revenues." Read the full Research Magazine article Andy authored on investing in a rising tax environment (click here).  

Research Magazine – Policy Analytics: Investing in a Rising Tax Environment2010-07-22T06:38:52+00:00

The Washington Post – Value Added: Andrew Friedman quit the legal high life. Now he’s on a high.

According to a profile in the Washington Post, Friedman's "niche is offering information in an analytical, nonpartisan fashion. In an era of talking heads and politicized television shows, he seeks to stay objective and talks about how people can improve their investment returns."

The Washington Post – Value Added: Andrew Friedman quit the legal high life. Now he’s on a high.2010-06-08T08:00:48+00:00

MutualFindWire Reports on Press Event Discussing the 2010 Economy and Upcoming Legislation

MutualFundWire reported on an Investment Outlook luncheon in New York City sponsored by mutual fund company Eaton Vance. At the lunch Andy discussed the coming renewed focus on mutual fund tax efficiency as investors seek tax relief strategies and ways to bolster retirement income.

MutualFindWire Reports on Press Event Discussing the 2010 Economy and Upcoming Legislation2009-01-11T08:00:28+00:00
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