The New Tax Strategy Demands Multi-Year Planning

August 2010
On Wall Street;Aug2010, Vol. 20 Issue 8, p35
Trade Publication
The article discusses strategic planning for the tax jumps that could occur in the U.S. in 2011 and 2013. The acceleration in income and delay in deductions in 2010 are described. An increase in tax rates on regular income by 39.6 percent will be implemented in 2011 while a 3.8 percent Medicare tax on investment income plus a .9 percent Medicare tax on earned income will occur in 2013. Factoring in how to sell assets, rate comparisons and use of money considerations in light of the tax changes is also discussed.


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