The Ultimate Guide to Tax Planning

Tax calculations are front and center of our asset management priorities. If not, it should be. This book doesn’t carry the reputation as the ultimate tax planner & income tax calculator for no reason. Indeed, it delivers a seamless way to navigate the entire tax submission process and future tax strategy. It covers income earners at every level and investors in mutual funds & exchange traded funds - every aspect of one’s investment portfolio. Learn about proper filing, tax refunds for individuals & businesses, and more   CHAPTERS INTRODUCTION UNDERSTAND THE TAX CODE DETERMINE YOUR TAX GOALS ORGANIZE YOUR FINANCIAL RECORDS MAXIMIZE DEDUCTIONS AND CREDITS OPTIMIZE RETIREMENT CONTRIBUTIONS CONSIDER TAX-EFFICIENT INVESTMENTS REVIEW YOUR BUSINESS STRUCTURE PLAN FOR CAPITAL GAINS AND LOSSES IMPLEMENT ESTATE PLANNING STRATEGIES SEEK PROFESSIONAL TAX ADVICE CONCLUSION