Watkins Meegan Lunch & Learn: The 2012 Election is Over, 2013 Tax Updates
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The document summarizes a presentation given on November 8, 2012 about tax changes set to take effect at the end of the year as a result of the recent election. It discusses upcoming changes to income tax rates, capital gains taxes, estate and gift taxes, and opportunities for tax planning in light of these changes, such as capturing capital gains at the lower 15% tax rate before it expires or using the higher lifetime gift/estate tax exemption amount. The presentation was given by experts from Alliantgroup, US Trust, and Watkins Meegan to advise on wealth protection and transferring strategies in light of the upcoming tax law changes.
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