Andrew Friedman

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

  By Gil Weinreich, AdvisorOne  |  March 30, 2012

  Financial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.

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  How to Prepare Now for Sharply Rising Tax Rates

  By Gil Weinreich, AdvisorOne  |  January 20, 2012

  Affluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.

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  Preparing Your Clients for Inevitable Tax Hikes

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 17, 2011

  What does the supercommittee’s failure mean to your clients?

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  Morgan Stanley CFO: Raise Taxes on Wealthy

  By Janet Levaux, AdvisorOne  |  December 5, 2011

  The U.S. cannot cut its "way to greatness," says Ruth Porat at a New York conference.

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  Advisors, Beware of Sharp Tax Increase in 2013, Expert Says

  By Gil Weinreich, Advisorone  |  November 28, 2011

  Government affairs expert Andrew Friedman offered a warning to financial advisors to prepare for a steep rise in taxes likely to take effect just one year from now.

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  Andrew Friedman Says Deficit Will Push U.S. Into Grim Economic Future

  By Gil Weinreich, AdvisorOne  |  May 17, 2011

  Addressing an elite audience of financial advisors at the IMCA conference on the day the U.S. government hit its debt ceiling, Friedman, an expert on government affairs, told a grim tale of rapidly deteriorating public finances amid political gridlock in Washington.

• Merrill Lynch Webcast Panelists: Expect Rise in U.S. Taxes

  By Michael S. Fischer  |  August 6, 2010

  Wealthier taxpayers, not corporations, likely to bear the burden, say members of a panel hosted by BofA's Merrill Lynch.

• Merrill Lynch Webcast Panelists Expect U.S. Taxes to Rise

  By Michael S. Fischer  |  August 5, 2010

  Merrill Lynch Wealth Management assembled a panel of experts for a Webcast on Monday, July 19, to discuss why they believe taxes will rise, what form these increases are likely to take and how higher rates may affect taxpayers.