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Year-end Tax Planning: Higher Income Filers Must Navigate New Landscape

November 22, 2013
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          The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of…

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Video Overview – The American Taxpayer Relief Act of 2012

January 24, 2013
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are…

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The Fiscal Cliff: What Does it Mean?

December 24, 2012
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The final countdown towards the “Fiscal Cliff” is winding down as 2012 concludes. But what does it actually mean to you as a taxpayer? In summary, the fiscal cliff can be defined as: “A combination of expiring tax  cuts  and across-the-board government spending cuts scheduled to become effective Dec.  31, 2012. The idea behind the fiscal…

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Medicare Tax on Investment Income

June 20, 2012
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  Beginning in 2013, high-income individuals may be subject to a new 3.8% Medicare contribution tax on some or all of their unearned income. For more information, click the link to the video below: Medicare Tax on Investment Income   *image used courtesy of stock.xchng

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High-Wage Individuals Face New Medicare Payroll Tax in 2013

June 13, 2012
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  Starting in 2013, high-wage individuals will be subject to an additional 0.9% hospital insurance (HI), or Medicare, payroll tax. This video explains the basics of the new payroll tax. 2013 – Additional Medicare Payroll Tax *image used courtesy of stock.xchng  

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