This webinar will provide you with tax planning strategies in light of recent legislative changes. Our personal tax experts will provide a holistic tax and wealth management approach to tax planning. The discussion will center around the process of reviewing your personal balance sheet to uncover tax planning opportunities to manage your income tax liabilities, increase your cash flow, and achieve your financial goals.
At the conclusion of this session, participants will be able to:
- Navigate through the income tax related provisions of the Affordable Care Act that are in effect in 2013 or will be implemented in the next several years, including the applicability of the 3.8 percent Medicare surtax to various types of income
- Discuss the American Taxpayer Relief Act (ATRA) and its implications on income and deductions
- Take a holistic approach to tax and investment planning; balancing economic returns with income and estate tax planning issues
| Brook Hall and Valerie Grunduski, tax managers on the wealth management tax team