Year-End Tax Planning: Opportunities to Minimize Your Tax Burden

Stone Carlie would like to invite you to a complimentary Executive Briefing on Thursday, November 15th discussing year-end tax strategies. 

Traditional tax planning involves deferring income and accelerating deductions and credits.  Impending tax increases in 2013 make this the year to think outside the box making year-end tax planning in 2012 one of the most challenging in recent memory. A combination of events - including possible expiration of some or all of the Bush-era tax cuts after 2012, the imposition of new so-called
Medicare taxes on investments and wages, doubts about renewal of many tax extenders, and the threat of massive across-the-board federal spending cuts - have many businesses and individuals asking how can they prepare for 2013 and beyond ... and what to do before then.

Briefing Take-A-Ways:

1. Impact of scheduled expiration of Bush-era tax cuts
   and how to plan in this uncertain environment


2. Planning for new Medicare Taxes on high income wages,
   self-employment(SE) income and investment income


3. Traditional tax planning including depreciation law
   changes and tax credit opportunities


4. What states are doing to generate revenue, and what
   you need to know when you expand your business to other states


5. Estate and gift planning in light of expanded
   exemption through December 31, 2012

Who Should Attend: Businesses and individuals wanting to minimize tax liabilities

Event Details
 
Date and
Time:
Thursday November
15, 2012
8:00am
- 8:30am: Networking with complimentary breakfast
8:30am
- 10:00am: Program

Location:
Stone Carlie 
101 South Hanley Road, Suite 800
St. Louis, MO 63105

Complimentary parking provided (Garage entrance off Bonhomme). Bring your parking ticket stub to the event for validation.   

Presenters:

Marie Carlie, CPA - Senior Member, Tax & Business
Services
Mike Klein, CPA - Principal, Tax & Business Services
Jeff Naeger, CPA - Principal, Tax & Business Services
Linda West, CPA - Senior Manager, Tax & Business
Services
Kelli Lewis, CPA - Principal, Tax & Business Services
Jay Heddell, CPA - Senior, Tax & Business
Services

RSVP:

Space
is limited so RSVP to JoAnna Rothweiler by November 8th at jrothweiler@stonecarlie.com  or 314.889.1127.

We look forward to seeing you on November 15th.