Whether you sell advice as a financial planner, wealth manager, or family office professional, you arguably owe a duty to advise clients on taxation as well as investments. This year, with the election results likely to be delayed, clients are likely to have six weeks or less to act on family inheritance decisions requiring legal as well as financial counsel. Writing trust documents, creating S corps, and other legal actions will be required after modelling a range of after-tax income and estate projections. You don’t need to be a political expert to know that, with Flor

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Fritz Meyer's Monthly Slide Shows Fritz Meyer teamed up with Advisors4Advisors to provide institutional quality economic research to independent financial advisors.   The editable presentations contain dozens of tables and charts. Slides guide advisors through illustrated analysis of key economic data and their effects on investment strategy.   Fritz Meyer content is also used as the basis for articles and videos that can be posted to your website every month automatically.