10.15.10

This online resource highlights recent tax law changes and provides an overview of tax breaks and planning strategies for individuals, families, investors, business owners, executives and retirees.  The tax planning guide includes the following topic areas:

• Tax Planning Basics - Individual tax issues such as timing of income and expenses, alternative minimum tax (AMT), employment tax, and estimated tax payments.
• Investing - Tax-saving strategies for various types of investments, including stocks and bonds, mutual funds, small business stock and more.
• Real Estate - A look at home-related tax breaks as well as tax considerations for rental and investment properties.
• Business & Executive Comp - Tax issues for businesses and their owners and executives, such as tax credits, depreciation, net operating losses, business structure, exit strategies and deferred compensation.
• Family & Education - Tax-saving tools for parents, children and students, including credits and deductions, “kiddie tax” planning, education savings plans, and Roth IRAs for kids.
• Charitable Giving - Tips for which assets to give and how to give them to maximize your tax savings.
• Retirement - Overview of tax-smart retirement planning, including types of plans available, early withdrawals, changing jobs and required minimum distributions.
• Estate Planning - A look at changing estate tax law, gifting strategies, trusts and insurance.

View our Web Tax Planning Guide Here.

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