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 the ‘2013 and Beyond Tax Planning’ Category

Have You Met With a Tax Advisor Recently?

Posted by Mark On March 15th

Do you have a standing appointment with a tax advisor?

Are you prepared for your next meeting?

Need some new ideas on investing and tax planning tips to discuss with your tax advisor?

Tax & Investment Plannig

Tax Planning

Each year brings multiple changes in tax planning. Today, the new method for financial planning for tax and investment is more focused on “spreading” income and expenses over a number of years. Understanding how you can accomplish this can become overwhelming.

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Tax planning and investment planning are important to your financial future.

013 & Beyond Tax Planning

Staying on top of your financial plan and meeting with your tax and investment advisor more than once a year are beneficial steps to take now to…

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Tax and investment planning has always been an important part of any individuals financial future, however as the two calculations below show it has become more important and costly to ignore or “I will do it next year”.

 Capital Gains Tax Rate

This is the fifth installment of 2013 and Beyond Tax Planning
which can also be downloaded from our eBook library.
The ordinary income tax rate and LT capital gains tax rate have risen significantly in 2013. Having a conversation regarding your overall financial plan with your tax and investment advisor more than once a year can save tax dollars in the end an increase overall cash flow for your financial plan.

If you only come away with one thing after reading this eBook, understand spreading of income and expenses is the new method for financial planning (tax and investment). My suggestion would be…

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Have you determined what tax planning opportunities are available for you to put in place? Are you familiar with the tax changes, Medicare Surtax, and Net Investment Income updates? If not, here’s your chance to review some of them.

Net Investment Income

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

Provisions and Tax Changes that were set to expire on December 31, 2012

Changes that have been extended:

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The 2010 Tax relief Act reinstated the Estate, Gift and GST tax at a 35% tax rate and $5.12 million (for 2012) exemption.

Portability Election

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

In addition to the increase in the exemption amount the Act also created a portability election for decedents dying after 2010. This election is made by…

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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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“2013 and Beyond Tax Planning”

Posted by Mark On September 17th

Are your strategies for tax planning current? Have you factored in the changes with the passage of The American Taxpayer Relief Act of 2012 (ATRA) and the Health Care Law (Obama Care)?

013 & Beyond Tax Planning

It’s difficult to stay on top of all the changes that influence your tax planning strategies. Keeping on track, with all provisions that have expired or changed in 2012, is…

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