Tax planning is as essential as ever
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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

[Insert your logo here]


To save or defer tax think about timing

TAX PLANNING BASICS

To save or defer tax, think about timing


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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