Two months left in 2012, and much of the Bush Era Tax Rate Cuts are set to expire.
Now is the time to ensure you’ve done your last minute tax planning for 2012, and looking towards 2013.
Click here for your downloadable PDF of my 2013 Tax Planning guide.
I reference the important Tax Policies above that need to be addressed by the end of the year.
With the election over, will the Congress finally address it?
Click here for a full discussion of this. You’ll be hearing a lot about it in the next 2 months.
Next year, barring congressional action, the exemption level falls to $1 million and the top rate rises to 55%
In an election year, this is a hot potato.
For years the exemption amount was unchanged at $600,000 but in the past 12 years or so it has continually gone up and down without much thought to the long term strategy.
How can we, as investors and tax payers, properly plan our estates when the rules keep changing?
Read the following article for more information.
I’m hereby giving everyone permission to offend me!
What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.
I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their family, and their community interests.
I’m here to help and treat every client and prospect as a member of my family.
In case you need a reminder about Generosity, here’s a video I did back in May.
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This may seem like winning the Lotto to someone who’s receiving it, but let’s not forget that it was your money to begin with.
So, before you get too excited, remember it’s a refund, not a gift.