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2015 Tax Guide

The Marcum Tax Guide


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There is no other way to describe the state of year end 2012 tax planning other than confusing, uncertain, and potentially very messy. The combination of the "Fiscal Cliff", Bush tax cut expirations, and Obamacare taxes, creates an uncertain environment, especially considering post election changes. Nonetheless, year-end tax planning must be based upon what is currently the law, while maintaining flexibility for potential changes in the coming year. Consideration of potential changes, whether they be for 2013, or retroactive for 2012, is essential.

As trusted advisors, Marcum LLP understands the benefits of planning ahead. Now more than ever, taking steps to ensure your financial future is a matter of critical importance.

Inside Marcum's Tax Guide, you will find articles about upcoming tax changes created by the Affordable Care Act, tuition planning, energy efficiency provisions, and more. We hope you find this information valuable as you consider your own situation.

2012/2013 Year-End Tax Guide  
Table of Contents  
About Marcum LLP  
2012 Year-End Tax Planning Ideas for Individuals 1
2012 Year-End Tax Planning Ideas for Businesses 4
Upcoming Tax Changes Created by the Affordable Care Act 7
Protecting Your Charitable Deduction 9
Research and Development Credits-Actions to Consider Now 12
The IRS Issues New Repair Regulations 13
2012 Tax Highlights: Uncertainties Remain in an Election Year 15
Inflation/Cost of Living Tax Updates for 2013 17
Energy Efficiency Provisions 22
Financial Planning Targets for Each Decade of Your Life 24
Planning for Qualified Dividends from Foreign Corporations 25
Tax Policies of the Newly Elected President and Congress 28
State and Local Update 2012 31
Year-End Estate & Gift Tax Legislation Alert; Opportunities may be Coming to an End on 12/31/12 35
Planning Checklist 39
Highlights of 2012 Tax Court Decisions 43
Tuition Planning 45
The New Transfer Pricing Landscape 47

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