Investment Strategies in Preparation for 2013 

Seminar recording | Presentation materials 

As the 2013 tax year is quickly approaching, there is a high degree of uncertainty about the direction the tax system is going. However, there are still several tax planning opportunities available for those who are willing to do some “out of the box” planning. If designed correctly and executed properly, the tax savings (income tax savings and/or estate tax savings) can be substantial.

During this session, we will cover the following income tax planning opportunities in 2012:

• Mitigating investment risk through tax-efficient hedging

• Gain harvesting
• Loss harvesting
• Alternative investments (such as oil & gas and gold)
• Income shifting to junior generations
• Roth IRA conversions
• Net Unrealized Appreciation (NUA)
• Using life insurance to preserve “stretch” IRA
• Incentive stock options (ISOs) and non-qualified stock options (NQSOs)
• Non-qualified deferred compensation (NQDC)