The Investment Tax Landscape: Countdown to 2013

The Investment Tax Landscape: Countdown to 2013

In December 2010, Congress extended the so-called Bush-era tax cuts. However, for investors, the legislation may have been a stay of execution rather than a full pardon. As of January 1, 2013, federal tax rates on income, qualifying dividends, and capital gains (among other provisions) are scheduled to revert to previous levels.
Given recent partisan wrangling, […]

2012 Year-End Tax Planning

2012 Year-End Tax Planning

2012 Year-End Tax Planning
Given the current level of uncertainty, year-end tax planning for 2012 is extremely challenging. With a host of major tax provisions expiring at year-end, and new taxes taking effect January 1, 2013, some year-end moves have the potential for significant savings. But will new legislation change the tax landscape once again? It’s […]