Tax calculations are front and center of our asset management priorities. If not, it should be. This book doesn’t carry the reputation as the ultimate tax planner & income tax calculator for no reason. Indeed, it delivers a seamless way to navigate the entire tax submission process and future tax strategy. It covers income earners at every level and investors in mutual funds & exchange traded funds - every aspect of one’s investment portfolio. Learn about proper filing, tax refunds for individuals & businesses, and more

CHAPTERS

• INTRODUCTION
• UNDERSTAND THE TAX CODE
• DETERMINE YOUR TAX GOALS
• ORGANIZE YOUR FINANCIAL RECORDS
• MAXIMIZE DEDUCTIONS AND CREDITS
• OPTIMIZE RETIREMENT CONTRIBUTIONS
• CONSIDER TAX-EFFICIENT INVESTMENTS
• REVIEW YOUR BUSINESS STRUCTURE
• PLAN FOR CAPITAL GAINS AND LOSSES
• IMPLEMENT ESTATE PLANNING STRATEGIES
• SEEK PROFESSIONAL TAX ADVICE
• CONCLUSION