Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Tax Planning for Changing Times

Are you ready for what some are referring to as “taxmageddon”? The end of the Bush-era tax cuts, the beginning of the Health Care Law (Obama Care), and the looming “fiscal cliff” are some of the reasons why experts believe tax rates will increase in 2013. Readjusting your tax planning approach may be in your best interest as 2012 comes to an end. Knowing which provisions are set to expire is important knowledge to have when you are planning.

I have reviewed these topics in my FREE ebook: Tax Planning for Changing Times: 5 Things You Should Know. Learn more about…

  • What’s going to expire?
  • Investment and tax planning for your portfolio(s)
  • Estate, gift, and GST tax
  • Net Investment Income (NII) and Medicare Surtax
  • Other provisions set to expire

Download your free eBook now or follow my blog, Over the next few months, I’ll be blogging about the provisions that are set to expire and tax planning ideas for 2012 and 2013.

This year tax planning may prove most challenging. If you are in need of an experienced Naples CPA to assist you, contact me online or call (239) 384-9688 in Naples or (239) 768-5008 in Fort Myers.

Thinking about starting a new business? Check out BizFilings®.

Happy Holidays,

– Mark

This information is based on facts, assumptions and representations as stated and authorities that are subject to change. We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.
LEGAL NOTICE AND DISCLAIMER: The information within this blog is for informational and educational purposes only and is not tax advice and should not be used as such. The facts of each individual situation can have significantly different outcomes when applying tax law. The hiring of a CPA is an important decision not to be based solely on advertisements.



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