Episode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JD - TOPICS COVERED:

Introduction of Guest – Sandy Botkin, CPA, JD

Plan on Substantial Tax Increases

Understanding Medicare Surtax

Possible Spike in Dividend Rates

Take Advantage of Capital Gain Harvesting in 2012

Investment Planning Tip: Diversify Your Portfolio

Roth IRA Conversion Before Tax Rates Increase

Importance of Income Tax Planning

Possible Change in Estate Exemption

Understanding Gift Tax