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Tax planning is as essential as ever

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

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  1. Tax planning is as essential as ever Presented by: <<Company Name>> [Insert your logo here]

  2. The agenda • Tax planning basics • Executive compensation • Investing • Real estate • Business • Charitable giving • Family & education • Retirement • Estate planning [Insert your logo here]

  3. TAX PLANNING BASICS To save or defer tax, think about timing

  4. 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 [Insert your logo here]

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