2010 - 2011 Tax Planning Guide
· Year-To-Date Review
o Case Study 1: Bunching deductions can save tax when income is low, medical expenses are high
· Executive Compensation
o Case Study 2: How the Sec. 83(b) election can save taxes on restricted stock
· Investing
o Case Study 3: With possible rate increases,deferring a loss could save you taxes
o Case Study 4: Mutual fund distributions can cost you taxes
o Chart 1: What’s the maximum capital gains tax rate?
· Real Estate
o Case Study 5: Are you eligible for the home office deduction?
· Business Ownership
o Chart 2: Profit-sharing plan vs. SEP: How much can you contribute?
· Charitable Giving
o Chart 3: What’s your donation deduction?
· Family & Education
o Case Study 6: Tax-free savings for education add up
· Retirement
o Chart 4: No increase in retirement plan contribution limits for 2010
· Estate Planning
o Chart 5: Transfer tax exemptions and highest rates
· Tax Rates
o Chart 6: 2010
read more...
2010 - 2011 Tax Planning Guide
· Year-To-Date Review
o Case Study 1: Bunching deductions can save tax when income is low, medical expenses are high
· Executive Compensation
o Case Study 2: How the Sec. 83(b) election can save taxes on restricted stock
· Investing
o Case Study 3: With possible rate increases,deferring a loss could save you taxes
o Case Study 4: Mutual fund distributions can cost you taxes
o Chart 1: What’s the maximum capital gains tax rate?
· Real Estate
o Case Study 5: Are you eligible for the home office deduction?
· Business Ownership
o Chart 2: Profit-sharing plan vs. SEP: How much can you contribute?
· Charitable Giving
o Chart 3: What’s your donation deduction?
· Family & Education
o Case Study 6: Tax-free savings for education add up
· Retirement
o Chart 4: No increase in retirement plan contribution limits for 2010
· Estate Planning
o Chart 5: Transfer tax exemptions and highest rates
· Tax Rates
o Chart 6: 2010
read more...