Managing Your Portfolio in Uncertain Times
- Family & Education
- San Jose Airport Garden Hotel, San Jose CA
AAII Silicon Valley Chapter Presents: "2012 State & Federal Tax Update"
Important: Please Note the New Location!
Don't attempt to file your tax return without it! This seminar will give you a concise and practical review of significant new tax legislative changes, regulations, rulings, form changes, and other developments that impact your 2012 individual state and Federal income tax and planning for 2013.
Attend This Meeting to Learn:
What Congress finally did related to 2012 tax changes
What deductions were OK in 2011 that are not in 2012 & 2013
Anticipate 2013 Medicare Surtax & potential other rate changes
Reasons to Attend This Meeting:
Learn what tax benefits expired at the end of 2011 & 2012
Consider what tax rates could apply to 2013 and other structural changes
Consider planning opportunities for 2013
Speaker: Claudia Hill
Claudia Hill, EA, MBA is a nationally recognized tax professional and frequent lecturer on taxation of individuals and representation before IRS. She is Editor in Chief of the CCH, Inc. “Journal of Tax Practice & Procedure” and expert treatise “Tax Practice & Procedure.” Claudia blogs for Forbes “IRS Watch.” Ms. Hill was named a Top Ten nominee for her work in tax policy by Tax Analysts as a 2011 Person of the Year and has testified before both the Senate Finance Committee and House Ways & Means Committee. In March 2005, she testified about the individual AMT before the President’s Tax Reform Panel. She is often called upon by the media for comment about tax issues.
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.
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