Deloitte has published its annual wealth planning guide, "The Essential Tax and Wealth PLanning Guide for 2010: A Year-Round Resource for navigating Change in Today's Economy." The guide may be downloaded by clicking here. Deloitte describes this guide as follows:
As the marketplace responds to recent economic turmoil and prepares for potential legislative changes, year-round tax and wealth planning is ever more critical. The Essential Tax and Wealth Planning Guide for 2010, now in its 22nd year, provides information to help you navigate the uncertain landscape and includes commentary from Clint Stretch, managing principal of Tax Policy at Deloitte.
Published by the Private Client Advisors group of Deloitte, the guide provides concrete information and planning tips that can help you manage your wealth year-round. The guide discusses:
- Our current tax environment - What has changed, what might lie ahead, and how you can keep perspective in your planning.
- Income tax matters - What affects you as an individual, a family, a business owner.
Investments - What you can do to stay focused on long-term investment goals in today's economic climate.- Wealth transfer tax - How you can tackle estate, gift, and charitable tax planning, particularly in the face of potential legislative changes.
- Other planning considerations - New for 2010, the guide includes special sections highlighting planning issues for private businesses and investors in real estate, private equity and hedge funds, and incentives for individual taxpayers to go "green."
Download The Essential Tax and Wealth Planning Guide for 2010 to learn more and attend to all aspects of your tax and wealth planning. For more resources, visit Private Client Advisors.
Posted by Alex Giasi, Associate Editor, Wealth Strategies Journal
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