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Tax planning is as essential as ever. Presented by: <<Company Name>>. The agenda. Tax planning basics Executive compensation Investing Real estate Business Charitable giving Family & education Retirement Estate planning. TAX PLANNING BASICS. To save or defer tax, think about timing.

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tax planning is as essential as ever

Tax planning is as essential as ever

Presented by:

<<Company Name>>

[Insert your logo here]

the agenda
The agenda
  • Tax planning basics
  • Executive compensation
  • Investing
  • Real estate
  • Business
  • Charitable giving
  • Family & education
  • Retirement
  • Estate planning

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timing income and expenses
Timing income and expenses
  • Smart timing can reduce your tax liability — poor timing can unnecessarily increase it
  • If you don’t expect to be subject to the AMT in 2014 or 2015:
    • Deferring income to 2015 and accelerating deductible expenses into 2014 typically is a good idea because it will defer tax
  • If you expect to be in a higher tax bracket in 2015 — or if you expect tax rates to go up:
    • The opposite approach may be beneficial
      • Accelerating income will allow more income to be taxed at your current year’s lower rate
      • Deferring expenses will make deductions more valuable

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