Tax Strategies for higher-income taxpayers

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Considering the Current Tax Environment, What Strategies Should You Be Considering?

This free brochure covers financial tactics and adjustments to consider in light of the American Taxpayer Relief Act of 2012, which increased taxes for most higher income taxpayers. 

Topics Include:

  • How Phase-outs to Itemized Deductions and Personal Exemptions Work
  • Should You Defer Compensation?
  • Choosing Investments That Offer Tax Deferral
  • Can You Change the Tax Character of the Income You Receive?
  • Timing of Gain Recognition and How It Affects Your Tax Bill
  • Each aspect is discussed in detail, highlighting the benefits and potential obstacles to help you better evaluate the advantages and limitations of various strategies. 

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Wells Fargo Advisors is not a legal or tax advisor.