Monthly Archives: December 2012

2012 Year-End Special Report: Charitable Gifts, Medical Expenses, Capital Gains, ObamaCare and Other Tax Uncertainty

2012 Year-End Special Report At year end, traditionally, financial planners recommend to clients to consider doing things like accelerating tax deductions such as charitable gifts, and doing capital-gains management in their investment accounts such as tax-loss harvesting. With the impending new ObamaCare taxes, and the potential expiration of the Bush-era tax cuts, these issues have […]