Pre-Conference Workshop #2: 2013 Income Tax Update

Sunday, April 28, 2013 -
3:00pm to 5:30pm

Session type:

Presented by: Christine L. Courtnage, CPA/PFS, CFP®

This session will provide an update and review of three key areas of individual income tax planning: 1) new tax rules for 2013, 2) tax implications for key investment transactions, and 3) considerations for using credit as part of the invest management process. Attendees will learn about the importance of asset location in the investment process, managing the tax impact of gains and losses in the portfolio, and analyzing the costs and benefits of borrowing for investment.