The AAII Twin Cities Chapter presents...

"Planning For Income and Estate Tax For 2012 and Beyond: Is It Possible?"

    Discussed by:

    Todd J. Koch, CPA, MBT, CFP
    Partner, John A. Knutson & Co., PLLP

There was a time when major income tax and estate tax changes happened infrequently. Now they have been happening with greater frequency, which makes planning even more important and more difficult. This presentation is designed to give you a brief history of these taxes to help you plan for what should be done now for the potential changes yet this year, changes already enacted for next year and potential changes on the horizon.

Attend This Meeting and Learn...
What you should do now to plan for the new Medicare tax for 2013
About some of the other likely changes
How to create flexibility in your future plans to react to changes

Thursday, December 6, 2012
7:00 p.m.    Registration/ Refreshments
7:15 p.m.    Program
Eisenhower Community Center in Hopkins
1001 Highway 7
Hopkins, MN 55305
[ Map This Location ]
In Advance (by 12/3)
AAII Members and Family, $10/person;
Non-members, $12/person; Students, $5/person
Members’ children are welcome as guests at no fee.
At the Door
space permitting
Everyone, $15/person
No Refunds

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Systematic Investing SIG
The Systematic Investing SIG meets the third Tuesday of each month at 7 p.m. at Lee Wenzel’s home (8666 Westwind Circle, Eden Prairie). Topics and discussions vary. Send an email to Joseph Ferens at to get on the email announcement list for each meeting; RSVP your attendance to so that we have handouts and chairs for everyone.

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