Investment Strategies in Preparation for 2013
Originally aired on May 29, 2012
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: