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 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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Posted by Mark On January 23rd
Tax planning and investment planning are important to your financial future.
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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Posted by Mark On December 31st
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”.
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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Posted by Mark On December 3rd
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.
Provisions and Tax Changes that were set to expire on December 31, 2012
Changes that have been extended:
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Posted by Mark On November 12th
The 2010 Tax relief Act reinstated the Estate, Gift and GST tax at a 35% tax rate and $5.12 million (for 2012) exemption.
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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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)?
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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