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.

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…

…to run a 2013 projection using the same figures as 2012 and see the impact the tax rate changes will have on your situation. Today is the best time to start your 2013 tax and investment planning.

As with all my eBooks, cash flow is always my main focus, taxes aren’t the end-all be-all. Weigh all relevant factors before making any changes to your 013 & Beyond Tax Planningpersonal tax or investment plan. At the end of the day more dollars in your pocket is tax planning in my opinion. As with any tax law change the financial news publications do a good job of giving the basic’s, however tax law changes always require digging deep into the law to bring out the additional tax savings and long-term cash flow opportunities.

Interested in reading more about tax planning? Download my FREE eBook: 2013 & Beyond Tax Planning.

Looking for a Naples CPA or Fort Myers CPA to answer your questions regarding the LT Capital Gains Tax Rate?  Contact Makara & Associates, LLC., or call our Naples office (239) 384-9688 or our Fort Myers office (239) 768-5008.

Have a great New Year!


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.

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