3 Immediate 2012 Tax Planning Opportunities for Individuals

Bob Keebler discusses three opportunities individuals can take advantage while we wait for final resolution on the "fiscal cliff." I would like to talk about today are gain harvesting to avoid the increase in the capital gains, Roth conversions to avoid the increase in income tax rate and potentially to take advantage of the loss of state income tax deductions in the future, and finally funding dynasty trusts before a new federal law could come into effect.

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3 Immediate 2012 Tax Planning Opportunities for Individuals is an episode from AICPA Insights by AICPA Insights.

This episode is 00:05:50 long.

This episode was published on Dec 24, 2012.

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