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Wednesday
13
March
2013

Brown Bag Series: 2013 Personal and Household Tax Planning

noon to 1:00 PM

2013 Personal and Household Tax Planning

New changes to federal and state tax rules will be described, for your information and strategy. This one hour lunchtime presentation will cover the following topics

-Income tax rates and brackets

-Capital gains treatment

-2013 health care taxes under the Affordable Care Act

-Miscellaneous deductions rule changes

- Alternative Minimum Tax rule updates

-Changes to pension and Roth plan rules

-Charitable incentives

- Estate and gift taxes

Location

475 El Camino Real
Manresa Learning Center

Contact
Debby Merryman
Tel 408-554-2758

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