No Surprises – Year-End Tax Planning Considerations and What to Prepare for in the Coming Year
Saturday, September 28, 2013Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Ann and Leonard Raskin
The more things change when Congress makes or doesn’t make decisions… the smarter we need to be with our money. And in the last quarter of the year, it just makes sense to have a good idea of the tax law changes that will be affecting you and to know what may be coming up in the New Year. From my conversation with the WTL Wealth Expert this week, one thing is for sure – nothing is simple anymore and everything changes from year to year. We discussed changes in itemized deductions, the new unearned income tax, the new Medicare tax, the new capital gains tax, the new top income tax bracket and changes that same-sex married couples will be facing. It’s becoming quite clear that one of the smartest things anyone can do is sit down and have a discussion with an advisor who can steer you in the most prudent direction for your personal situation. It only makes sense. Listen in to hear what’s happening and why you may need some direction this year. Remember… no surprises.
Guest: Leonard Raskin, CEO of Raskin Global and Women Getting Wise On Wealth