Review Detail

I thought it was good information for very high net worth individuals or very high income taxpayers. However, as wealthy as my clients are I don't have any that are even close to having $100K of potential accrued interest on their bond portfolio. I would have liked to hear more about GRATs and the calculations for capturing vs. deferring of capital gains/losses. Also, most Roth conversions were done in 2010, so we've past the deadline for recharing those (I reviewed each and couldn't find a reason to).