Gross federal debt has reached a record $12 trillion and the federal deficit has ballooned to more than four times its previous high.* Without making cuts to government services and entitlement programs enjoyed by many Americans, additional sources of revenue are likely needed to service this debt. As a result, income, estate and health care tax policies are changing. And current government leaders have indicated that higher income taxpayers will be asked to shoulder most of the burden. To help you understand your choices, RBC Wealth Management has prepared a new white paper: Preparing for a New Tax Environment — Guidelines to Help High Income Taxpayers Make Well-Informed Decisions . After you read the report, let’s discuss how the implications of the changing tax environment may affect your wealth management plan.

 

I provide financial guidance to affluent individuals, families and women in financial transition. I am an advocate for my clients and use my expertise to design and implement a customized wealth management plan that focuses on risk management as well as the accumulation, protection, and transfer of wealth.