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Listen "Episode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JD"
Episode Synopsis
Episode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JD - TOPICS COVERED:
Introduction of Guest – Sandy Botkin, CPA, JD
Plan on Substantial Tax Increases
Understanding Medicare Surtax
Possible Spike in Dividend Rates
Take Advantage of Capital Gain Harvesting in 2012
Investment Planning Tip: Diversify Your Portfolio
Roth IRA Conversion Before Tax Rates Increase
Importance of Income Tax Planning
Possible Change in Estate Exemption
Understanding Gift Tax
Introduction of Guest – Sandy Botkin, CPA, JD
Plan on Substantial Tax Increases
Understanding Medicare Surtax
Possible Spike in Dividend Rates
Take Advantage of Capital Gain Harvesting in 2012
Investment Planning Tip: Diversify Your Portfolio
Roth IRA Conversion Before Tax Rates Increase
Importance of Income Tax Planning
Possible Change in Estate Exemption
Understanding Gift Tax
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