Many of us hone in on financial planning from a wealth-building perspective, considering things like asset allocation and comfort with risk. But there is also another key component to financial planning: the tax perspective. Our own Julie Hall, CFP® recently attended the American Institute of CPAs financial planning conference in Las Vegas where taxes were top of mind. Session topics included Advanced Tax and Estate Financial Planning Strategies for the mass affluent and high net worth.
Julie found the conference very timely. "Due to the recent presidential election, successful fiscal cliff negotiations and The American Taxpayer Relief Act of 2012, everyone needs to be planning for the fluctuating tax landscape." She said the sessions helped her to understand the impact of these tax changes and how the changes will affect the Center's clients and came back from Las Vegas ready to share her newly-acquired knowledge, proving that what happens in Vegas doesn't always have to stay in Vegas.
Any opinions are those of Julie E. Hall, CFP, MS-Finance and not necessarily those of RJFS of Raymond James. You should discuss any tax matters with the appropriate professional.