Fiscal Cliffs and Crystal Balls…

Post Election Tax Strategies for Estate Planning

Roy Abramowitz, CPA, CFP
Shareholder, Perkins & Co
Legacy Planning Practice Group

Presentation to the Oregon Jewish Community Foundation
November 7, 2012

Topics include:

  • Prospects for Tax Reform
  • The 3.8% Medicare Surtax
  • Other Tax Measures included in the Affordable Care Act
  • Income & Other Tax Planning for the Rest of 2012
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