ON-DEMAND PROGRAM: 2012 Tax Planning with Rate Increases on the Horizon

What Income Tax Advice
Should You Be Giving Your Clients Right Now?

If you took a survey of taxpayers today, asking whether they think tax rates will be going up or down in 2013, what will most of them say?

What do you think?

Just consider the strong possibility we will wind up with another deadlock between Congress and the President, even after the election.  Then, on top of that, consider the growing burdens of the federal government - - 3 unpaid war bills, a Social Security system about to go bust, a Heathcare Program yet to be paid for and continuing huge deficits!

The chances are very good that rates will increase!

Remember, even if Republicans try to block such an increase, if they don’t control both the Congress and the Presidency, a deadlock will automatically bring back the higher pre-Bush era tax rates!

Now, more than ever, it is important for advisors to sit down with their clients and do valuable income tax planning - - before the end of the year.

But what advice do you give?

Join us and CPA and tax authority, Stephen Bigge for a special, timely 90-minute program, entitled “2012 Tax Planning with Rate Increases on the Horizon”. 

During this presentation, he’ll address such planning issues as:

• How to go about capital gain “harvesting” the smart way?

• What are the mathematics of the Roth conversion decision?

• How to make investment portfolio corrections to avoid the 3.8% Medicare surtax?

• How to determine when to take, and not to take, itemized deductions?

• What’s the best way to pay for college tuition and other education related expenses?

• Should you elect to treat capital gains and qualified dividends as ordinary income, for purposes of the investment interest deduction?

• And much more!

PROGRAM DETAILS:

Title: 2012 Tax Planning with Rate Increases on the Horizon

Duration: 90 minutes

Cost: $149 for Immediate Download / $199 for Printed Materials & CD

Speaker: Stephen Bigge, CPA, CSEP

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.

IMMEDIATE DOWNLOAD Includes: PDF Handout Materials & MP3 Audio Recording	$149
PRINTED MATERIALS & DISC Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording	$199 + S&H

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.