Planning After ATRA: Advanced Income Tax Strategies for the Mass Affluent In 2013 And Beyond 

Originally aired 7/11/2013 

Seminar recording | Presentation materials

Income tax planning through the end of 2012 faced significant uncertainty, in waiting to see whether the so-called "fiscal cliff" would occur, and which tax laws would or would not be allowed to lapse heading into 2013.

In this session, we will look at tax planning opportunities in 2013 and beyond, in light of what did (and did not) happen at the end of 2012 and the outcome of the election, with a focus on income tax planning issues and concerns for the mass affluent.



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