2014 Personal and Household Tax Planning Summary with Joe Crowley

Friday, February 14, 2014
12:00 PM - 1:30 PM
Lone Mountain Main 100 - Handlery Room
Event Type
Events and Lectures
Contact
Centrella, Michele
422-2833
Department
Human Resources

2014 Personal and Household Tax Planning Summary with Joe Crowley

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Friday, Feb 14 | 12:00 – 1:30 pm

Lone Mountain 100

Rules imposed on federal and state taxpayers will be explained for your information and tax planning. This lunch-time presentation will contrast 2013 with 2014, and cover the following topics:

  • Earned income tax rates and brackets
  • Capital gains and dividends treatment; net investment income tax
  • Making your deductions count
  • Individual health care mandate
  • Changes to rules for miscellaneous deductions
  • Charitable incentives and limits
  • Estate and gift taxes
  • Education incentives
  • Alternate minimum tax
  • Pension distribution eligibility and penalties
  • Standard IRA and Roth contribution phase-out rules
For your convenience, a note-taking guide will be provided.

 

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