Скачать или смотреть Tax Planning: How to Keep the Money You're Planning to Make

Admit it: taxes used to be simple to understand and file when you only had your W-2 income and bank interest. But when you add investments and real estate things are not that simple anymore. Combine with the complexities of alternatives and small business such as medical or dental office, and taxes could look downright scary, but they don’t have to be!

Have you ever heard your CPA tell you, “I wish you told me about it last year; maybe we could’ve done something about it then”? Fall is a great time for your short-term tax planning, but it’s only the beginning. The best outcome for your taxes is planning ahead of any significant transactions you’re planning to make.

Tax Planning is a term largely misunderstood in the financial services industry. It does not include tax return preparation or estimated tax payments. A holistic approach to your overall financial situation, from the current year to multi-year goals, to your estate planning, can potentially deliver larger returns in tax savings than some of your investments can yield.

We will examine several examples where tax planning strategies can be utilized, and most investors and even financial professionals are unaware of these opportunities. Some strategies involve real estate and business transactions that should always be examined for tax planning. Charity and legacy are other big areas for planning. However, some strategies can be used for ordinary investments and even ordinary wages. Find out what tax planning is, when it needs to be used, and how to get back your time, money, and peace of mind.