Financial Planning – “2013 and Beyond Tax Planning”
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…
…save you tax dollars and increase your cash flow.
My FREE eBook, “2013 and Beyond Tax Planning”, is geared to help you understand the spreading of income and expenses as a new method for both tax and investment financial planning.
Here are the topics the eBook reviews:
- What’s Going to Expire?
- Investment & Tax Planning for Your Portfolio(s)
- Estate, Gift, and GST Tax
- Net Investment Income (NII) & Medicare Surtax
- Other Provisions or Tax Changes Set to Expire December 31, 2012
- Tax Rate Calculation Illustration
Do you feel you have a clear understanding of each topic? Do you have questions and need the answers now? Are you looking for a Fort Myers or Naples accountant to assist you?
Contact me online, or call me at (239) 384-9688 (Naples) or (239) 768-5008 in (Fort Myers).
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-Mark
This information is based on facts, assumptions and representations as stated and authorities that are subject to change. We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.
LEGAL NOTICE AND DISCLAIMER: The information within this blog is for informational and educational purposes only and is not tax advice and should not be used as such. The facts of each individual situation can have significantly different outcomes when applying tax law. The hiring of a CPA is an important decision not to be based solely on advertisements.
