2010 Year-End Tax Planning Guide: Managing Your Taxes and Protecting Your Wealth
As 2010 comes to a close, a number of tax laws are in play that could affect you, including income tax and estate tax laws set to expire on December 31 and resulting changes that, in turn, could become effective on January 1, 2011.
Our 2010 Year-End Tax Planning Guide provides key information to help you identify opportunities and actions you can take between now and December 31 to reduce your tax burden in 2010 and beyond. The guide covers:
- Tax Facts: Five Things to Keep an Eye On This Year. Bush-era tax cuts, potential estate and gift tax changes, Roth IRA conversions, and more.
- Tax Planning Checklist for Business and Real Estate Entities. Key issues to keep in mind, including net operating losses, flow-through entity planning, C-to S-corporation elections, depreciable real estate and business equipment, and business credits.
- Tax Planning Checklist for Individuals and Families. We’ll cover income tax, retirement planning, charitable giving, investments, estate and gift planning.
You can download our 2010 Year-End Tax Planning Guide by clicking here.
Or, visit our Wealth Services website, tailored to help businesses, business owners and individuals build, manage, and protect their wealth.
