Setting up your tax planning checklist

2:11 PM, Dec 19, 2012   |    comments
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GOLDEN VALLEY, Minn. - There is enormous uncertainty about what the future holds for U.S. taxpayers in 2013 and beyond. That said, there are planning opportunities that exist that may help you alleviate some tax burden now and in the future.

Dan Ament, Financial Advisor with Morgan Stanley of Wayzata is joined KARE 11 Sunrise to discuss the main points:

  • General tax issues
  • Retirement accounts
  • Gifting plans
  • Business owners

You can check out Dan's firm's website for links to detailed tips he covered on air.

(Copyright 2012 by KARE. All Rights Reserved. This material may not be published, broadcast, rewritten or redistributed.)

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