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

Published: Aug. 12, 2014, 4 a.m.

b'Episode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JD - TOPICS COVERED:\\n\\n Introduction of Guest \\u2013 Sandy Botkin, CPA, JD\\n Plan on Substantial Tax Increases\\n Understanding Medicare Surtax\\n Possible Spike in Dividend Rates\\n Take Advantage of Capital Gain Harvesting in 2012\\n Investment Planning Tip: Diversify Your Portfolio\\n Roth IRA Conversion Before Tax Rates Increase\\n Importance of Income Tax Planning\\n Possible Change in Estate Exemption\\n Understanding Gift Tax'