Andrew Friedman

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

  By Warren S. Hersch  |  November 14, 2012

  Taxes on wealthy Americans are certain to rise next year. Professionals should approach clients about leveraging a host of tax-avoidance strategies.

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  Tax increases depend on definition of "wealthy"

  By Brian Anderson  |  November 9, 2012

  What is wealthy these days anyway? If we’re going to avoid the dreaded “fiscal cliff,” President Obama and Congress are going to have to decide.

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  Estate Planners: 9 Months Left for Tax-Free Transfer of $10 Million

  By Staff Writer  |  April 1, 2012

  White paper shows how investors can use trusts, life insurance and annuities to pass millions through exemptions expiring at year end.

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  How to Prepare Now for Sharply Rising Tax Rates

  By Gil Weinreich, AdvisorOne  |  January 23, 2012

  Because of their tax-deferral features, life insurance and annuities become more attractive when taxes rise.