The 2013 Essential Tax and Wealth Planning Guide
A year-round resource for managing in uncertain times
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:
- 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 such as new health care taxes.
- Wealth transfer taxes – How you can tackle estate, gift, and charitable tax planning, particularly with short-term opportunities available only through 2012.
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