Lifetime Income Series: Tax Planning for High Net Worth Individuals and Highly Compensated Employees

This week Jim and John focus on tax planning, specifically for the high net worth individual and highly compensated employee. With Federal tax rates as high as 44%, and some presidential candidates promising even higher tax rates, tax planning has become increasingly important for the high net worth and highly compensated. Jim details some tax planning strategies for highly compensated employees working for public corporations, including various types of stock option plans. Jim also uses a case study to illustrate these tax planning strategies. The guest this week is David Sayen, Regional Administrator at the Centers for Medicare & Medicaid Services (CMS) San Francisco office. David discusses a number of Medicare issues, including Hospice care and Part D drug plans.

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