The AAII Columbus Chapter presents...

"Tax Planning Strategies and Opportunities Amidst Uncertainty"

    Discussed by:

    Julia Seitz
    Adviser, Summit Financial Strategies, Inc.

    Wendy Trout
    Adviser, Summit Financial Strategies, Inc.

    Tom Davison
    Adviser, Summit Financial Strategies, Inc.

Tax planning has complexities in general. However, political inaction at the federal level is complicating matters even further, as taxpayers attempt to plan in an atmosphere of uncertainty. We will talk about tax laws both settled and unsettled and we will discuss planning matters accordingly.

Attend This Meeting and Learn...
The impact of repealing the Bush tax cuts
The impact of the surtaxes from The Patient Protection and Affordable Care Act
Reasonable planning steps before year-end in anticipation of tax law changes

Wednesday, December 12, 2012
6:15 p.m.    Dinner
7:15 p.m.    Program
MCL Restaurant & Bakery
3160 Kingsdale Center
Upper Arlington, OH 43221
[ Map This Location ]
At the Door
Everyone, the menu cost and tip of your restaurant meal. A one
dollar tip per person is suggested for the waiter. There are no
other charges.
Smith by December 7, 2012, to give us an idea of how many
people will be attending the meeting and how many handouts
to print. Telephone number: 614/885-1480; email:

  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.


Computerized Investing
Information: James Hapner, 614/823-8625
This computerized investing group meets 9:00 a.m. to 11:00 a.m. on the second Saturday of each month from September through May at Panera Bread, 875 Bethel Rd., Columbus, OH.

Individual Stocks and Mutual Funds
Information: Doug Smith, 614/885-1480
The individual stocks and mutual funds SIG meets 9:00 a.m. to
11:30 a.m. on the fourth Saturday of each month at the lower level of Park Bank, 7140 North High St., Worthington, OH.

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