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.

Are you a business owner counting down the days to the tax deadline?

Are you looking for some business tax tips on deductions that you may have missed?

Tax Tips

Following up on business expenses that can generate a tax deduction can be time-consuming, especially if you are not familiar with them. Trying to figure out which ones you qualify for may be difficult.

Having a guideline to follow can help.
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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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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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Tax Changes

This is the fifth installment of Tax Planning for Changing Times: 5 Things You Should Know which can also be downloaded as a free eBook.

There are several other provisions or tax changes that were set to expire on December 31, 2012, that you should be aware of. These changes include the following:

Tax & Investment Plannig

This is the second installment of Tax Planning for Changing Times: 5 Things You Should Know which can also be downloaded as a free eBook.

Tax planning, along with investment planning, has been turned upside down as 2012 comes to an end. What is a taxpayer to do? If your modified adjusted income is below $250,000 (for joint filers) or below $200,000 (for singles), then no changes in your investment planning are needed. You can proceed as you have in the past.

However if your modified adjusted income is above those thresholds, you will need to…

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Have you taken care of your…

17 Year End Tips for 2010

…tax deductions and year-end planning yet?

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