Posts Tagged: tax planning

CPA- Ask The Expert with Natalie Asghari

CPA- Ask The Expert with Natalie Asghari

by Brittney Castro, CFP®, CRPC®, AAMS® on in Ask the Expert.

Regardless of the economic situation we all need to file our tax returns and report our earnings to the Governmental agencies annually. The rules are the same regardless of your gender. It is important to be involved and understand the tax return that is being signed by both spouses because both parties are equally responsible for truthfulness, completeness and accuracy of the tax returns. There are number of tax saving techniques that can be utilized if planned timely and correctly. It is important to have a professional, reliable, trustworthy, and caring CPA who will help you to be on the right track. Of course, together with a great team of Financial Planner, Attorney, Investment Advisor and CPA you can be in much better position.

We do not expect everyone to become experts and understand all the complex financial transactions, but just to be involved and ask questions if something is not clear on the tax returns, financial reports and documents.

Taxes-Financially Wise Women

The Investment Tax Landscape: Countdown to 2013

by Brittney Castro, CFP®, CRPC®, AAMS® on in Investing.

In December 2010, Congress extended the so-called Bush-era tax cuts by passing the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. However, for investors, the legislation may represent not a pardon but a stay of execution. While it’s true that federal tax rates on income, qualifying dividends, and capital gains have been [...]

Financially Wise Women- The Economy

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed into law on December 17, 2010, is the end result of President Obama’s compromise with the GOP to extend the “Bush tax cuts” set to expire at year-end. In addition to providing a 13-month extension of benefits for the long-term unemployed and [...]

Taxes1

2011 Tax Changes At-a-Glance

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

2011 Tax Changes At-a-Glance A host of tax provisions enacted in 2001 and 2003—commonly referred to collectively as the “Bush tax cuts”—expire at the end of the year. While it’s possible that new legislation could extend some or all of these expiring tax provisions, election-year politics make it difficult to predict what action, if any, [...]