HOUSE_OVERSIGHT_029340.txt
HOUSE_OVERSIGHT_029340.txt
Why This Matters
The document discusses the possibility of another bear market and includes a report by Forbes columnist Ken Fisher's firm on the stock market forecast and analysis that can be used in a portfolio right now.
AI-Generated Summary
The document discusses the possibility of another bear market and includes a report by Forbes columnist Ken Fisher's firm on the stock market forecast and analysis that can be used in a portfolio right now. It also touches upon the issue of estate tax, specifically highlighting the American Taxpayer Relief Act of 2012 and President Barack Obama's proposed budget for fiscal year 2014 which includes lowering the exclusion for estate taxes, gift-tax exemption, and generation-skipping transfer tax to $3.5 million and $1 million respectively. The document suggests that financial advisers and tax attorneys should stay one step ahead of Washington's search for revenue in order to navigate these changes effectively.
Document Content
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