Tax planning is a service that financial advisors, financial planners, and accounting professionals do for individuals and businesses. Tax planning will help you estimate any tax exposure you may incur each year.


Articles		Author



Divorce Decrees- The Expensive Reality of Deficiencies in Settlement Planning		Amy Rose Herrick

Permanent Life Insurance Basis- A Forgotten Source of Tax Free Cash		Amy Rose Herrick

Maximizing Your IRA to Roth IRA Conversions		Amy Rose Herrick

Planning for Early Retirement		Jim Kirby

The AMT Horror		Robert J. Klosterman

Beneficiary Designation Planning � Not As Simple As You Think		Paul Palmer

Using Family Partnerships		Brian Puckett

Proactive estate planning		Timothy M Donovan

Talking taxes		Timothy M Donovan

Deffering capital gains taxes on investment real estate		Timothy M Donovan

Standard Mileage Rate Increases for 2007		Amy Rose Herrick

Retirees Take Note: Medicare Part B Premiums are now tied to Income Based on your 2005 Tax Return		Amy Rose Herrick

Excerpts from article in journal of personal finance:the tax game:the line between avoidance and evasion;authored by novella clevenger,ma.,jd.,llm.,cpa;washburn university;		Puthan(VJ) Vijayan

Ten Estate Planning Terms You Should Know		Richard Van Der Noord

Effective Estate Planning		Daniel Chen

Rolling Over Employer Stock to an IRA Could be a Mistake		Glenn Wessel

'Tis the Season for the Mutual Fund Tax Trap		Glenn Wessel

Beware the Wash Sale		Glenn Wessel

Expecting 1099s...Don't Rush to File		Glenn Wessel

Deductibility of Home Mortgage Interest		Glenn Wessel

PRESERVING YOUR LEGACY: YOUR WILL IS FOR THE LIVING		Dean L. Boebinger

Working Retirees Can Save Money on Taxes too!		Amy Rose Herrick

Tax Efficiency		Leonard R. Simpson

What The Stimulus Did For America		Leonard R. Simpson

The Need For Power Of Attorney		Leonard R. Simpson

Tax Tips For Next April		Amy Rose Herrick

You Need Asset Protection		Leonard R. Simpson

20 Things You Need to Know About the 2009 Tax Laws		Leonard R. Simpson

Let's Talk About Capital Gains		Leonard R. Simpson

Will Mandatory IRA Withdrawals Be Deferred In 2009?		Leonard R. Simpson