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| 2009 - 2010 TAX PLANNING GUIDE Unlike the economy, taxes are controllable. You can't do much about the ups and downs of the economy, but you can take steps to minimize your tax burden, no matter which way the market moves. The key is to continually adjust your tax plan in light of economic swings and changes in tax laws or your personal situation. Our new guide points out the importance of starting before year end and discusses tax-planning strategies for a variety of purposes and types of income. You’ll find information about ways to save tax on executive compensation, investments and real estate, as well as tax-smart ideas for funding education, saving for retirement and transferring wealth to your heirs. And you’ll also see how complicated tax planning has become, and realize that there are many other regulations and strategies we simply can’t cover in the pages that follow. 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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