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YEA R-END TAX P L AN NI NG OCTOBER This summary addresses several common year-end federal tax issues for high net-worth individuals, but only at a general level. Your particular situation can only be evaluated by
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Document Date: 2015-05-19 11:30:32


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REDUCTION IN S CORPORATION / AGI / ABC / /

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USD / /

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Layoffs / Reorganization / M&A / /

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prior law / real estate depreciation / /

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Congress / ALTERNATIVE MINIMUM TAX / FDIC / Internal Revenue Service / Medicare / /

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fund manager / tax advisor / advisor / portfolio manager / investment manager / General / Head / advisors / /

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