Tax Planning For You And Your Family 2013 PDF
You and Your Family The 2012 tax rates remain unchanged although the ... The contents of the 2012-2013 Tax and Financial Planning Guide have been compiled from data and sources believed to be reliable, but are not guaranteed
page 1 TAX & WEALTH PLANNING TIPS 2013/14 Introduction Taxes, as we know, are one of the two great inevitables in life, but you can manage your financial affairs to minimise the impact of tax for you, your family
2013 Tax Planning guide Year-round strategies to make the tax laws work for You Camp Hill 717.761.7171 Lancaster 717.581.1040 www.bssf.com 800.294.7360
your joint tax planning strategy. If you’re contemplating marriage, ... You and your family must have either health care coverage or an exemption ... You may elect to apply any or all of the provisions on your 2012 or 2013 tax return, even if you’ve already filed your 2012 return.
2012-2013 TAX PLANNING GUIDE Year-round strategies to make the tax laws work for you Certified Public Accountants and Business Advisors www.alpern.com
that ATRA can benefit you, your family and Cleveland Clinic. ... If you are now in a higher tax bracket, your gift may return additional tax savings. ... \Tax Planning 2013.doc You can take advantage of the current gift tax exemption by establishing a charitable lead trust.
2013 Year-End Tax Planning for Individuals: ... Paying a Salary to Family Members Consider paying a spouse or a child a reasonable salary based on their involvement in your business. The salary should be a reasonable amount considering the type of
Gift Tax In 2013, the federal gift tax exemption (how much you can give away during your lifetime without paying gift tax) is scheduled to lower from $5.12M to $1M, while the tax rate is
2 Planning for OT CSEA/October 2013 PRE-TAX CONTRIBUTION PROGRAM Under the Pre-Tax Contribution Program (PTCP), your ... must be consistent with the change in your family or employment. If you make a change in coverage not related to a qualifying event, your PTCP insurance
2013 TAX PLANNING GUIDE Year-round strategies to make the tax laws work for you www.ParenteBeard.com
Estate Planning Guide 2013 2013 Guides 43 British American Blvd., Latham, NY 12110 ... B. Family Trust Planning Despite the 2012 Tax Act permanently seting the federal exemptions for the estate ... K. Business Succession Planning If you own your own business ...
1 2013 tax planning tables 2013 tax planning tables 2 2013 important deadlines ... Single Family $3,250 $6,450 $1,000 catch-up contribution allowed per individual age 55 or older Minimum health insurance plan deductible Single Family $1,250 $2,500
Planning Window Closing Before Jan. 1, 2013? The future of the estate tax does remain uncertain, but ignoring planning now could prove a costly mistake.
13 FINANCIA PLA 2013 Charitable giving can reduce your tax burden and also provides a sense of satisfaction by benefiting ... like a family member’s college tuition, ... Planning for your taxes and overall financial position in light of the American Taxpayer Relief
t may seem that you just filed or extended your 2012 tax return, but it isn’t too early to start planning for 2013. Significant differences apply this
A Guide to Planning Your Will in 2013: What You Need to Do Before You See Your Attorney. 2 ... you can leave your family and friends with a plan that reflects the same legacy you ... Charitable planning pointer for 2013:Leave the income-tax problem to charity.
2013 Tax Planning guide Year-round strategies to make the tax laws work for You
February 6, 2013 Estate tax update ... If you have life insurance in place to cover your tax liability, you should ensure the insurance is ... or prospective U.S. family member. If planning already implemented does not take the U.S. family
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2012 - 2013 Individual Tax Planning Guide. TO OUR VALUED CLIENTS AND FRIENDS: Steve Henley National Tax Practice Leader CBIZ MHM, LLC ... will benefit you and your family. Please do not hesitate to contact your CBIZ MHM professional for assistance.
Tax Planning Checklist 2013 Set out below is our year-end planning checklist for your attention. This checklist has been prepared for all types of taxpayers.
in 2013 will help you offset your tax liability that year. This presumes that your income remains ... planning can result in your family and other beneficiaries receiving less than you intended. It’s important, therefore, to be aware of the various
2012 2013 Personal Tax– and Financial Planning Guide This personal tax and financial planning guide is intended to provide you with useful tax facts and planning information that may help
Page 1 of 4 Tax Planning Checklist for 2012 & 2013 As of October 5, 2012 What’s Your Bracket? (Bracket is based on your Taxable Income)
Your Farm. Your Family. Your Future. Tax and Succession Expertise for Generations www.assante.com. Unfortunately, the CRA did not agree with the plan. ... Wealth Planning The 2013 Federal Budget proposes to increase the lifetime capital gains deduction limit.
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Wills, probates/estates, trusts and tax planning. -Elderly care issues-Reclaiming Care Home Fees -Retirement planning - Buying ... providing you & your family with the legal help you need! Everyone will need legal help at some stage. ... 6/10/2013 12:35:09 PM ...
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Tax Planning Tips for 2013 Ask your Tax Advisor for details and for advice about how these may apply to your situation. Tip #1 Those over age 70½ can donate their IRA RMD directly to charity in 2013.
Year-end tax planning checklist Act now to help manage your 2013 tax bill October Review your portfolio to help ensure your allocation aligns with your goals.
1 TAX 6845 – Tax Planning & Consulting (week: November 19) Topic: Transfer Taxes and Wealth Planning updated: November 5, 2013. I. Family tax planning
2013 Year-End Tax-Planning Letter Reproduction Masters Because I am so certain that you will find our 2013 YEAR-END TAX-PLANNING LETTER to be an
Page 2 NEW FOR 2012 AND 2013 Family Caregiver Tax Credit – additional non-refundable tax credit available. (See Family Caregiver Tax Credit on Page 32)
you will have provided for your family and for ... Expiring Tax Exemptions: Implementing Wealth Transfer Strategies Before 2013 as possible to your children. If you die with a $5 ... that the retained access does not negate the tax planning purposes. Additionally, you can add roles such as a ...
2013/14 Tax Planning 2013/14 • Changes to Personal Tax Offsets • Payroll Tax Concessions • PAYG Income Tax Instalments • 30 June 2013 Trust Distibution Resolutions ... or family. If your ATI is above the thresholds, you are only eligible to claim 10%
business or personal use. This can be accomplished by timing when you pay certain expenses, or controlling when your income is recognized. Tax planning can also help you take advantage of
Family and Community Partnerships Dads Take Your Child To School Planning Guide 2013. 2 | P a g e Table of Contents ... money management (affordable banking, tax refunds, free tax preparation services, proper use of credit). Example Activities:
for your business • Planning ahead: 2013-2014 . 4 INTRODUCTION •Tax rule changes are on the way with tax reform at ... TAX PLANNING FOR YOU AND YOUR FAMILY . 9 SEVEN AREAS OF FOCUS 1. Personal income tax 2. Estate and gift tax planning 3.
Tax Planning for Individuals – 2013 Prepaid Expenses. Expenses are deductible when incurred, for an individual this is when paid, therefore where possible
KEY TAKEAWAYS While tax and financial planning should take place all year long, there are several actionable strategies to consider before year-end IRS deadlines.
2013 Year-End Tax Planning Tips for Seniors, Employees, Families and Students ... Review the income of your family trust If you have an existing family trust which may have been created for estate planning and income splitting
Page 1 of 4 Tax Planning Checklist for 2011 & 2012 & 2013 Tax provisions as of November 2011 Goals of tax planning 1. Support your personal goals
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NOVEMBER 2013 2013 YEAR-END TAX PLANNING GUIDE. On January 1, 2013, Congress passed the American Taxpayer . Relief Act ... you should focus on what you want most for yourself and your family now and in the future. Keeping those pri-mary objectives always in the fore-
Estate Planning Strategies 2013 - 2014 INVESTMENT MANAGEMENT ... life to best meet your estate planning goals. support your family Your first goal should be taking care of the ... you to cut your estate tax bill. Direct
college expenses or if you or someone in your family is currently attending college. 529 PLANS. Section 529 prepaid tuition and college ... As part of your 2013 tax planning, consider how recent changes in the areas of federal estate, gift, and generation-
There are also non-charitable techniques for collectibles that allow you to remove items from your estate on a tax-advantaged basis. You can pass ownership, ... set to expire in 2013 if Congress does not act prior. ... Estate Planning Keywords: Estate Planning, Family Heirloom, Collectibles ...
FINANCIAL PLANNING As the saying goes, the only things certain in life are ... tax law shift is coming in 2013 that could dramatically affect the heirs of individuals with sizable estates. When meeting with a financial planner and/or a ... the policy are not taxed in your estate when you die.
your 2013 tax bracket, Medicare contribution tax on net investment income computations and any phase-out of itemized deductions. ... Wealth Planning Advisory Services at Northern Trust includes financial planning, family education
CIBC 2013 Year End Tax Tips – November 2013 2 This change can be particularly significant for business owners who are contemplating whether to distribute