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 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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