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2014 year-end tax planning: This time it’s personal

Presented By:
Dawn Jinsky Wealth Management James Minutolo
Date:
Monday, Nov. 17, 2014
Time:
10 a.m. - 11 a.m. EST
View On-Demand
From Medicare surtaxes and Alternative Minimum Tax (AMT) triggers, to estate and gift planning and a variety of strategies to lower your tax bill, our experts will help you formulate a plan for 2014 and beyond.

closeup of team members faces when working

Join our personal tax specialists as they discuss 2014’s top year-end tax-planning tips for individuals. From Medicare surtaxes and Alternative Minimum Tax (AMT) triggers, to estate and gift planning and a variety of strategies to lower your tax bill, our experts will help you formulate a plan for 2014 and beyond.

Learning objectives

At the conclusion of this session, you will be able to:

  • Provide an overview of the current tax climate.
  • Describe a variety of tax-planning opportunities.
  • Explain AMT triggers and how to avoid them.
  • Communicate tactics for lowering their tax bills, from investing to tax deferral to charitable contribution strategies.

Presenters

  • Dawn Jinsky, Wealth Management Partner
  • Brian Schultz, Wealth Management Senior Associate
  • James Minutolo, National Tax Office Senior Associate

Moderator

  • Jerry Jonckheere, International Tax Partner

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