Effective tax planning

Staying actively engaged in your personal tax planning is important in an uncertain tax environment.

For high-net-worth individuals, tax planning done well requires careful attention across a wide range of areas. These areas should be considered not only within the context of the next few years (anticipated tax increases, deficit-driven tax-policy changes), but also with the long view in mind.

In taking this approach, the decisions you make now should be instrumental in preserving your wealth—not just for your own future, but for that of the next generation as well.

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The decisions you make now may help mitigate the effect of the rate changes scheduled for 2013. It's also important to bear in mind other policy developments as you discuss tax planning options with your advisors.