Year-End Financial Planning: Bracket Management

Because of the multi-dimensional tax environment that now exists post-American Taxpayer Relief Act, CPA financial planners must look at the tax impact on clients’ financial plans through a 5 to 10 year horizon. Ordinary income tax rates from the Bush Administration were made permanent. The capital gains rate increased from 15% to 20% for taxpayers with income greater than the threshold amounts. Phase-out of personal exemptions and limitations on itemized deductions (Pease) become critical in managing tax brackets by shifting income and deductions into certain years. This podcast from Bob Keebler provides a overview of theory, strategies and case studies in bracket management.

You can listen to Year-End Financial Planning: Bracket Management online on Radio and Podcast. Open the player on this page to stream the available audio.

Year-End Financial Planning: Bracket Management is an episode from AICPA Insights by AICPA Insights.

This episode is 00:12:34 long.

This episode was published on Nov 12, 2013.

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