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The Top Income Tax and
Retirement Planning Techniques for 2012
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Tax Relief Act”) has created several income tax planning opportunities for the 2012 tax year. While the common perception is that the 2010 Tax Relief Act only benefits the so-called “Top 1%”, there are several opportunities available for middle income earners. Failure to take advantage of these opportunities this year could result in an unnecessary significant tax increase when the tax law reverts back to its pre-2001 provisions, and the health care “surtax” kicks in, on January 1, 2013.
You need to know the top planning ideas for the 2012 tax year, or such topics as:
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How do you plan for ordinary income and capital gains under the last year of the Bush tax laws, with the health care surtax looming in 2013?
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What’s the best approach to Roth conversions and recharacterizations in 2012?
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What are the latest approaches to IRA retirement benefit planning - - and inherited IRAs - - given recent IRS Rulings?
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What are the life insurance and charitable planning opportunities in 2012?
Join us and nationally renowned CPA and tax expert Robert S. Keebler, CPA, MST, AEP for a very special entitled, “Income Tax and Retirement Benefit Planning in 2012”.
PROGRAM DETAILS:
Title: Income Tax & Retirement Benefit Planning in 2012
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Robert S. Keebler, CPA, MST, AEP
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP. |