2013 Taxpayers and The Return of “Pease”

Tax Planning strategies for coping with the limitation on itemized deductions (Pease).

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Nick Chimerakis, CPA, Sr. Planning & Tax Advisor White Oaks Wealth Advisors, Inc.

These 'stealth taxes', as they are commonly referred among tax practitioners, will effectively increase the marginal tax rate of certain taxpayers beginning in 2013.

Minneapolis, MN (PRWEB) March 17, 2013

White Oaks Wealth Advisors, Inc. a Minneapolis, MN and FL based, fee-only Wealth Management and Family Office firm has released a white paper entitled, The Return of “Pease” authored by Nick Chimerakis, CPA, Sr. Planning and Tax Advisor.

This white paper offers an in-depth analysis of the Pease limitations, including an overview of the mechanics and its impact on other issues, such as charitable donations.

Chimerakis states, “These ‘stealth taxes’, as they are commonly referred among tax practitioners, will effectively increase the marginal tax rate of certain taxpayers beginning in 2013.”

White Oaks Wealth Advisors Inc is a private, fee-only Wealth Management and Family Office firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.


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