CNBC quoted national Tax & Business Services Leader Joseph Perry in an article about strategies for wealthy taxpayers to prepare for tax increases.
By Robert Frank
“It has to make sense economically first,” said Joseph Perry, tax and business services leader at Marcum. “A lot of people will wait until the end of the year, especially with stocks given the volatility in the market. But if you wait to incur a gain until next year, you run the risk of rates going up.”
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