2013 Tax Planning Guide

Our 2013 Tax Planning Guide addresses many important topics to help you with 2013 year end tax planning. Here is the PDF version 2013 Tax Planning Guide and here is the link to the web version.

Some of the topics covered in the Guide are:

  • The new 20% capital gain tax rate
  • The new 3.8% Medicare tax on net investment income
  • The new 0.9% Medicare tax on earned income
  • Planning for restricted stock and stock options
  • Planning for real estate investments
  • Succession and retirement planning for business owners
  • Charitable giving strategies

Feel free to share the Guide with friends and family who you think […]