November 2014

A Tale of Two Couples

Year-End Investment Tax Planning

  • Looking for Losses

Year-End Charitable Tax Planning

  • Simple Strategy

Year-End Family Tax Planning

  • Real Problems

Year-End Retirement Tax Planning

  • Refining Roth IRAs

Year-End Estate Tax Planning

  • Tackling the Gift Tax
  • Paired Planning
  • Over the Limit

Year-End Business Tax Planning

  • Dealing with Doubts