Monthly Archives: October 2012

5 Questions a Financial Planner should ask YOU

October 18, 2012 · by · in Uncategorized · Leave a comment

From Jacoba Urist at Today.com – http://lifeinc.today.com/_news/2012/10/14/14201615-five-questions-a-financial-planner-should-ask-you?lite Summary: 1. What is it you hope to accomplish by visiting a financial planner? 2. What is your current income and do you expect any changes to it? 3. Do you have a formalized household budget? 4. How involved would you like to be in the process? 5. […]

AMT Patch proposed for 2012 and 2013

October 12, 2012 · by · in AMT, Taxes, Uncategorized · 2 Comments

“The Family and Business Tax Cut Certainty Bill of 2012 (Sen 3521 ) would patch the alternative minimum tax (AMT) for the 2012 and 2013 tax years for an estimated revenue loss of $132.2 billion.” Full text of the bill:  http://www.govtrack.us/congress/bills/112/s3521/text It also extends several other popular tax provisions: the deduction for teachers who buy […]