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The 2012 Essential Tax and Wealth Planning Guide

A year-round resource for managing in uncertain times


The uncertainty of our tax and legislative environment over the past few years continues as we approach the end of 2011. The 2012 Essential Tax and Wealth Planning Guide discusses the potential changes that could impact your tax and wealth plans with an eye toward the possibility of increasing rates – particularly for wealthy individuals and their estates. You will also find tips that can help you address your long-term plans.

Now in its 24th year, the guide features commentary from Clint Stretch, managing principal of Deloitte’s Tax Policy Group. The new guide discusses:

  • Our Current Tax Environment – What has changed, what might lie ahead, and how you can keep perspective in your planning.
  • Planning for 2013 – Income tax considerations with the prospect of yet another scheduled expiration looming at the close of 2012.
  • Income Tax – What affects you as an individual, a family, a business owner, including recent changes.
  • Wealth Transfer Taxes – How you can tackle estate, gift, and charitable tax planning, particularly with short-term opportunities available only through 2012.

Download The 2012 Essential Tax and Wealth Planning Guide

Featured insights

  • Mountains of policy under pressure to change: The current environment
    Examine the scenarios that may guide your tax and wealth planning through recent legislative changes and looming uncertainty.
  • Planning for 2013: Considerations to address now
    With a new Medicare tax and uncertainty over tax rates for high-income individuals starting in 2013, learn what planning opportunities may apply to you.
  • Wealth planning: Where to from here?
    Unprecedented wealth transfer opportunities are available through the end of 2012 – analyze the options for your circumstances.

                                                                                           

More Dig deeper

  • Tax rate outlook for high-income individuals
  • Wealth planning
  • State and local taxes for high-net-worth families

More Our services

  • Estate, gift, trust and charitable planning
  • Income tax compliance and consulting
  • Family office services

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