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An Often Overlooked, but Important Process… Year-End Tax Planning

By | 2017-05-09T22:13:31+00:00 June 16th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

As the year begins to unfold we gain a clearer idea of how things will be shaping up relative to annual income and expenses. From year to year things can change, and it is important to know and understand how these changes can affect your income tax outcome. Year-end tax planning is a way to be [...]

2011 Year-End Tax Planning Basics

By | 2011-12-22T19:05:19+00:00 December 22nd, 2011|Categories: Personal Planning, Uncategorized|Tags: , , , |

Year-end tax planning is as much about the 2012 tax year as it is about the 2011 tax year. That's because there's a real opportunity for tax savings when you can predict that you'll be paying taxes at a lower rate in one year than in the other. Of course, to effectively plan, you have to [...]