What You Need to Do Now Before U.S. Taxes Increase in 2013




Policy Perspectives show

Summary: Robert N. Gordon presents a scenario analysis given likely U.S. tax changes that include higher taxes and fewer allowable deductions. He explores strategies investors can use in 2012 that include gift/estate planning and investment reallocation. He also evaluates the “benefit” of deferring taxable income and a master limited partnership (MLP) case study.