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CFP Board in the News

9 Year-end Tax Tips for a New Tax Era

Dec 06, 2011

Time is running out to take your 2011 tax breaks. Use them while you can - with tax changes looming, financial advisers say some long-standing deductions may soon disappear.

"We're moving into a new tax era. Even if the Bush tax cuts don't expire in 2013 you'll see 'backdoor' tax increases, like limits on deductions," says Eleanor Blayney,[CFP®, CFP Board's Consumer Advocate and] a Mclean, Virginia adviser. "We usually say to save deductions for a high-tax year - but if they may disappear, you want to take them in 2011 or 2012 if youcan." Read more >

Reuters
Lynn Brenner
December 6, 2011

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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