Tax Planning Strategies: Tax Savings Opportunities for Individuals and FamiliesCCH, 2007 - 180 lappuses Major new tax laws aimed at boosting the economy, addressing rising health care costs and providing tax relief have created numerous tax planning opportunities-and challenges. Tax rates and other changes that phase in and phase out between now and 2010 make mid- and long-term financial planning difficult and more tax-driven than ever before. Sound tax guidance and planning is essential to maximize many of the available tax benefits and avoid tax pitfalls. |
Saturs
IMPORTANCE OF TAX PLANNING | 11 |
Taking Advantage of Flexible Spending Accounts 25 | 25 |
MultiYear Planning for AMT | 39 |
Worthless Securities | 52 |
FAMILY STRATEGIES | 55 |
TaxExempt Bonds | 64 |
Keogh Plans | 77 |
Housing | 90 |
The Marriage Penalty | 99 |
IRA Education Expense Withdrawals | 112 |
Accounting Periods and Methods | 125 |
Substantiation | 139 |
Keogh Plans | 147 |
Making the Move Abroad | 161 |
| 175 | |
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addition adjusted gross income allows alternative minimum tax amount AMT liability annual annuity applies assets basis bonds capital gains rate capital loss child claim Code Sec corporation cost dependent determining distribution dividends early retirement elect eligible employer estate tax estimated tax example exceed exemption filing jointly filing status gift tax head of household higher education expenses holding period home office HSAs incentive stock option income tax individuals interest investment itemized deductions joint filers kiddie tax limit loan long-term capital gains MAGI married filing separately maximum mutual fund option paid payments penalty phaseout Planning Alert principal residence purchase receive reduce retirement plan rollover Roth IRA rules self-employed sell Social Security benefits spouse standard deduction substantial tax bracket tax credit tax planning tax rate tax return Tax Tip tax-exempt taxable income taxpayers trade or business traditional IRA wash sale