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| 2008 - 2009 TAX PLANNING GUIDE As a successful individual, you know building your net worth takes more than simply increasing your income. It requires minimizing your taxes, so you get to keep more of what you earn. But as tax law continues to become more complex, tax planning becomes more difficult. To help you save as much as possible, our latest guide discusses recent tax law changes and presents a broad range of strategies for reducing your income tax liability. Our guide also shows how to tie together business and personal financial goals, how to tax-efficiently build up funds for education and retirement. Of course each situation is different and the guide simply can't cover all the possible planning strategies. Please contact us and we can discuss the best strategy to achieve your financial goals. ARTICLES & NEWS Monthly information on tax and financial planning, investment and general business news, and developments in technology. Plus monthly financial tips and a year-end tax planning article. RECORDS RETENTION SCHEDULE Just how long do you need to keep canceled checks, tax returns and countless other scraps of paper tucked away in various places? This schedule lists the most common documents and the length of time you need to keep them. FINANCIAL CALCULATORS 60 financial calculators for homes, autos, Roth IRA's, credit cards, insurance, retirement, saving, investing, budgeting, and more! FINANCIAL TERMS What do all these financial terms mean? This glossary explains everything from accounting to write-offs. TRACK YOUR REFUND Want to know when your refund will come? Here's the place to track both federal and state income tax refunds. IMPORTANT DATES Financial dates, events and deadlines. Come back often to keep up with changes. The dates can also be downloaded and imported into Microsoft Outlook. IRS FORMS & PUBLICATIONS The official source of IRS tax products. This website provides methods to access and acquire both electronic and print media. Basic and advanced search capabilities for published products are also available. CA STATE B.O.E. The official website for business and property taxes in California. CA FRANCHISE TAX BOARD The department that collects state personal income taxes, bank and corporation taxes. The website provides access to forms and tax information. KELLY BLUE BOOK Research accurate retail or trade-in Blue Book values for used cars. Dealer invoice and MSRP for new cars. EDMUNDS Car buying guide lists new and used car prices, car comparisons, car buying advice, car ratings, and information on auto leasing. |
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