Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Archive for October, 2013

Have you reviewed your tax and investment planning for your portfolio lately?

Investment Planning

This is the second installment of 2013 and Beyond Tax Planning
which can also be downloaded from our eBook library.

It can be difficult to stay on top of all the changes, especially the changes at the end of 2012. You are probably wondering if it is time to meet with your tax advisor.

Here are some helpful facts you will want to consider regarding your tax planning, as well as investment planning, before meeting with an advisor:

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Are you familiar with The American Taxpayer Relief Act of 2012 and the 10 common tax provisions effected by it?

The American Taxpayer Relief Act of 2012

This is the first installment of 2013 and Beyond Tax Planning
which can also be downloaded from our eBook library.

Do you know what’s going to expire?

Here’s a list of the most 10 of the most common tax provisions effected by The American Taxpayer Relief Act of 2012 with expiration information:

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