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 been made more complicated than ever.  We’ve got a special report discussing in some detail how these traditional year-end activities may be affected by the current situation.

If you have any potential tax deductions including charitable gifts, mortgage interest, medical expenses, or investments with capital gains or losses (generally investments outside of retirement accounts), we strongly encourage you to download and read our special report:

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