Tax Planning in a Changing Environment
With significant tax law changes pending and tax liabilities likely to increase for high income people in 2011, many investors are looking closely at their portfolios.

While we agree that fine tuning is the smart approach, at RBC Wealth Management we believe the new tax environment is not a reason to make rash investment decisions. Rather, we would like to help educate you on what the changes really mean for your situation and work with you and your tax professional to help you evaluate your wealth management plan.

How to Prepare Now

1. Spend a few minutes with Jim Bergeron, Director of Wealth Managers at RBC Wealth Management. In his Year-End Tax Planning video, Jim addresses the key issues that investors should consider now.
   
   
2. Read 'Top Year-End Investment Tips' and '2010 Year-End Tax Planning Basics', as well as our additional educational materials available on this page to gain more in-depth knowledge on particular topics of interest.
   
   
3. Discuss your unique situation with us. RBC Wealth Management does not provide tax advice or tax preparation; however our team of experts is in-tune with the changing tax code and we can collaborate with you and your tax professional.

The prospect of higher taxes in 2011 seems likely, but you can take steps today to prepare for this changing environment. Armed with the relevant facts, and working with your team of professionals, you will be better positioned to make the decisions to help reduce your tax exposure while still working toward your wealth management goals.