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The following is an outline of the categories presented in our annual year-end tax planning letter posted to our website.
Basic Numbers You Need To Know
IRA, Retirement Savings Rules for 2011
Traditional IRAs
Spousal IRA
Roth IRA
Roth IRA Conversion Rule
401(k) Contribution
SIMPLE Plan Contribution
Maximize Retirement Savings:
Deferring Income to 2012
Delay Billing
Interest and Dividends
Accelerating Income into 2011
Accelerate Collection of Accounts Receivable
Year-End Bonuses
Retirement Plan Distributions
Deduction Planning
Individual Deductions
Payment by Check
Promise to Pay
AGI Limits
Standard Deduction Planning
Medical Expenses
State Taxes
Charitable Contributions
Tax-free charitable rollover from traditional or Roth IRA
Business Deductions
Self-Employed Health Insurance Premiums
Equipment Purchases:
Education and Child Tax Benefits
Child Tax Credit
Credit for Adoption Expenses
HOPE Credit and Lifetime Learning Credit
Coverdell Education Savings Account
Student Loan Interest
Energy Incentives
Residential Energy Efficient Property Credit
Nonbusiness Energy Property Credit
Business Credits
Small Employer Pension Plan Startup Cost Credit
Employer-Provided Child Care Credit
Work Opportunity Credit
Credit for Employee Health Insurance Expenses of Small Employers
Investment Planning
Note that Congress did extend the reduced capital gains rates, through 2012.
Timing of Sales
Dividends
Social Security
Other Tax Planning Opportunities
Alternative Minimum Tax
To access the entire free ten page document, click here.
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