Financial Planning after the Fiscal Cliff: Tax Law Changes and your 2013 Financial & Estate Planning
SCPR's Legacy Society hosted an insider’s view of ways to maximize your planning and tax savings after the American Taxpayer Relief Act of 2012. We heard from a panel of experts on the issues they’re encountering in their practices, opportunities and challenges in the Fiscal Cliff legislation, and charitable aspects of tax planning.
• Carol Bradford, JD of California Community Foundation
• Reynolds Cafferata, JD of Rodriguez, Horii, Choi & Cafferata
• John Chou, MBA of Waddell & Reed
• Christine Fuentes, CFP, ChFC, CRPC of Ameriprise Financial Services
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