This Year's Tax Increases and Year End Planning

Can you believe it is already Thanksgiving?  Like many investors, this may be the time of year that you start reviewing your finances and making final adjustments.  In order to maximize deductions, certain decisions will need to be made and actions taken before the end of 2013.  This includes contributions to retirement plans, additional investments, charitable donations, and more.

Caliber’s tax advisor, Mark Barone, CPA has prepared an overview of the most significant tax law changes that will cause individual tax bills to increase this year.  The downloadable PDF file contains a list of the changes in the tax law, a scenario that shows how these changes affect people, and shows how a real estate investment can reduce tax liability.  You can downloading his report here:


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Over the past 30 years, AZ Big Media has grown to encompass not just Az Business magazine, but also a whole host of other publications and signature events. Az Business magazine is the state’s leading business publication. Published by AZ Big Media, the magazine covers a wide-range of topics focusing on the Arizona business scene, and is aimed at high-level corporate executives and business owners.