U.S. Income Taxes: What 2013 Might Bring and What You Need to do About It Now

Tuesday, April 3, 2012
12:00 PM-1:30 PM

Robert N. Gordon
Twenty-First Securities Corporation

Getting an early start on planning for various income tax scenarios is even more important this year than most because we won’t know what’s going on with tax rates until very late in the year. The lame duck U.S. Congress will only come to an agreement on tax rates for 2013 and beyond sometime between the presidential election in November and December 31st. That leaves a very narrow window of opportunity. If you wait until the facts are known, it will be too late to sit down and figure out how best to analyze any ramifications.

With this in mind, what can be done before year-end to best position a taxable portfolio for the future? What might be lost by not exploring those possibilities? Should a client take gains? Defer deductions? These actions could have a meaningful effect on a client’s bottom line and cannot be done in haste or ignored because time did not allow a full exploration of the possibilities.

Join us on April 3, 2012 for a luncheon meeting regarding ideas that have been developed through years of experience by Robert Gordon of Twenty-First Securities. 

Speaker Bio:

Robert N. Gordon is founder and president of Twenty-First Securities Corporation. Previously, he was a partner at Oppenheimer & Company. Mr. Gordon is also an adjunct professor at New York University’s Leonard N. Stern School of Business. He is the co-author of Wall Street Secrets for Tax-Efficient Investing, and he writes a monthly column for InvestmentNews. Mr. Gordon not only serves on the editorial advisory boards of Derivatives Report, the Journal of Taxation of Investments, and the Journal of Wealth Management, but he also serves on the boards of the Securities Industry Foundation for Economic Education and the Adler Planetarium in Chicago.

Registration Links
CFALA Members: $20.00 (place cursor on amount for link)
Student Discount: $30.00 (Valid Student ID required at the event)
Non-members: $50.00 (place cursor on amount for link)

*Cooperating Organizations: $40.00 (with coupon code)

Time: 12:00 PM-1:30 PM, Lunch

Location: Omni Los Angeles
                  251 South Olive Street
                  Los Angeles, CA 90071
                  For directions call hotel: (213) 617-3300
                  Event parking at the Omni $12.00 

 Dress Code: Business Casual

Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.


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