Berger Wealth Management Blog

November 28, 2012

3.8% Medicare Tax WILL Happen – Fiscal Cliff or Not

Posted November 28th, 2012 This tax does NOT relate to the fiscal cliff but to Obamacare. It IS going to happen. Congress passed the 3.8% tax […]
November 9, 2012

Planning Issues for Same-Sex Couples (Part 2)

Posted November 9th, 2012 Here is a link to a good article about planning needs/issues for non-traditional couples and families: http://wealthmanagement.com/wealth-planning/planners-now-regard-affluent-gay-and-lesbian-clients-important-growth-market-it-s-ti It highlights some issues that most […]
November 5, 2012

Possible Tax Planning Issues for 2013

Posted November 5th, 2012 There are several changes that will take place if Congress allows the Bush-era tax cuts to expire. Here’s what could be different […]