To be effective, tax planning strategies need to be implemented before the end of the year. Our Tax Planning Guide can help. As you read through this guide, you’ll find helpful explanations of the current federal tax rules, tax tables and even worksheets. Use these tools to make a preliminary estimate of your 2011 taxable income and make note of the dozens of tips for lowering your personal and business taxes.
Contact us to review your specific tax situation and determine whether a particular planning strategy is right for you.
Download our 2011/2012 Tax Planning Guide
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Exit Planning Review
This newsletter provides Exit Planning Information and Education for North America's Business Owners. Read Tanya Scott's (San Diego Office)
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Claim Your Tax Credits
Are you leaving money on the table by not claiming the tax credits you’re entitled to? Tax credits and incentives were written in the law so that qualifying taxpayers can be awarded for certain activities such as job creation and promoting business growth. Let the IRS and the state revenue agency finance
your growth by claiming the tax credits you have missed. Read more
How Long Must Records Be Kept?
Once you have gathered 2010’s tax-related records and filed the required returns, you may be inclined to dispose of certain current and past year tax information. However, you should be aware of the rules for retaining relevant tax records in the event that the IRS — or another taxing authority — wants you to produce those records as part of an audit.
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