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| 2011 - 2012 TAX PLANNING GUIDE Year-round strategies to make the tax laws work for you. Once again there's an abundance of variables affecting how a particular item of income will be taxed. The timing of income and deductible expenses can affect both the rate you pay and when you pay. By regularly reviewing your year-to-date income and expenses, you may be able to time them in a way that reduces, or at least defers, your tax liability. In other words, think defensively. Tax planning isn't just a year end activity. This year has mixed news for higher income taxpayers Actions by Congress has kept ordinary income and long-term capital gains rates from increasing this year and established “patches” for the AMT that may help reduce or eliminate your 2011 AMT liability. There are also some enhanced estate planning opportunities and there are a number of other tax breaks that have been expanded. That’s the good news. But many provisions of the law - including the extensions of the lower income and capital gains tax rates - are set to expire at the end of 2012 unless Congress extends them again. In light of this uncertainty, minimizing your taxes over the next few years will require especially careful planning and timely action, as well as a thorough understanding of various tax-saving strategies. To this end, we’re pleased to offer this tax planning guide. While it covers the tax law changes and strategies most likely to apply to your situation, there are others we simply don’t have room to include here. So please check with your tax advisor to find out what’s best for you. 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 IRAs, 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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