Advisors Must Prepare for Eventful Lame-Duck Session on Taxes, Spending
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Press Articles
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?
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Tax reform may find its way through partisan thicket
Andy discusses the prospects for comprehensive tax reform.
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Buffett, Bogle: U.S. needs 'significant tax' on estates
Andy discusses the likely outcome for the estate tax in the fiscal cliff negotiations.
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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.
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Expert foresees end-of-year rush to implement tax avoidance strategies
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Fiscal Cliff Looms Large in 'Mother of All Lame-Duck Sessions' in Congress
Andy talks about the Congressional deliberations to address the fiscal cliff and the prospects for a compromise. Click here to view the full article.
Obama Wins. Do Advisors Lose?
Andy comments on the likely effect of Obama's re-election on the financial services industry and taxes. Click here to view the full article.
Affluent Will Face Tax Hikes Next Year: Friedman of Washington Update
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Rift, rather the chasm, separates parties on investment-income taxes
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Andy discusses likely Congressional action on the expiring Bush tax cuts.
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No Need to Panic Over Healthcare Ruling Tax Hike
Andy comments on the tax implications of the Supreme Court's ruling on health care reform. Click here to view the full article.
European Investment Weekly discusses Andy's thoughts on the U.S. elections
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Investment News discusses Andy's new white paper on wealth transfer planning
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How to Prepare Now for Sharply Rising Tax Rates
Friedman whitepaper offers strategies for dealing with a nearly 300% rise in taxes on investment income for wealthy taxpayers, as well as sharp increases in income and other taxes
Click here to view the full article on AdvisorOne.com.
Consumer Bureau kerfuffle stays off presidential campaign agenda
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Investors Must Act Since Congress Didn't
Click here to view the full article on Andy's views in The Philadelphia Inquirer.
Advisors, Beware of Sharp Tax Increase in 2013, Expert Says
Research Magazine and Advisor One discuss Andy's views on taxes and future legislation in the wake of the Super Committee's failure to agree on a deficit reduction plan.
Click here to view the full article on AdvisorOne.com.
Investment News discusses Andy's presentation at Insured Retirement Institute annual meeting
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Press coverage of Andy's Midwest tour
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Speaker predicts another Obama term |
S&P downgrades could put pressure on supercommittee
Investment News, August 6, 2011
After predicting the S&P downgrade of U.S. Treasuries, Andy discusses its effect in Investment News. Click here to view the full article.
Research Magazine and Investment News discuss Andy's presentation at IMCA's annual conference
When the new Congress convened, Andy predicted that the markets could be in for a rougher time come spring when stimulus and QE2 would end.
Articles in Research Magazine and Investment News summarize Andy's thinking as he presented it at IMCA's annual conference in Las Vegas. You may read the Research Magazine article here and the Investment News article here.
Noted commentator has dire message
From the Morgan County (Ga) Citizen.
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Can the Economy Take Chemotherapy?
A humorous look at Andy and his namesakes from the Oconee (Ga) Enterprise. Click here to view the full article.
Merrill Lynch - Preparing for Higher Taxes
Andy discusses how to prepare for coming higher taxes with Merrill Lynch's Sallie Krawcheck.
Click here for the video link.
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).
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."
Read the full Washington Post article here.
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