As we face 2013, the uncertainty of our tax and legislative environment is coming to a head — we’re again facing possible tax rate changes along with the expected sunset of favorable wealth transfer policies on January 1. The 2013 Essential Tax and Wealth Planning Guide discusses opportunities available through the final few months of 2012, and the planning environment beyond as policy makers continue a tax reform debate that could fundamentally change how individual taxpayers compute their taxes.
Now in its 25th year, the guide features insight to how potential changes 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. The new guide discusses: