Tax planning is a topic for all seasons
There may be more opportunities to use tax-efficient strategies if investors focus on tax planning throughout the year.
Tag: tax planning
Potential changes to deductions make tax planning critical
The current tax reform debate in Washington makes tax planning critical as year end approaches.
Health-care taxes take effect
New taxes took effect this year as a result of the 2010 health-care reform legislation that may have an impact on tax-planning strategies. As of January, the Medicare payroll tax increased to 2.35% from 1.45%. In addition, a 3.8% surtax on “net investment income” was also introduced to help fund health-care reform. Both taxes affect