Washington, Wall Street and a world of uncertainty.

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Tools & Resources


Tax Information

View our available tax information, including distribution summaries, tax guides and tax supplements.

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Investment Tax Center

Help clients grow and preserve after-tax wealth by better understanding the evolving tax landscape and the investment taxes they pay today.

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Tax Rate Calculator

Investment Tax Calculator

Making smart investment decisions requires understanding the resulting tax consequences.

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Friedman Biography

Principal of The Washington Update, Friedman speaks regularly on legislative and regulatory happenings.

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