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Week’s Best: Advisors Prepare for Trump Tax Cuts to Sunset

Week’s Best: Advisors Prepare for Trump Tax Cuts to Sunset

Among them is the expansion of the estate and gift tax exemption. For our latest Barron’s Advisor Big Q, we asked advisors how they’re helping rich clients prepare for these potential changes. Charles Schwab Morgan Stanley and other large wealth management companies reported record client assets when they posted first-quarter financial results.