The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and increases the standard deduction among other changes. Successful Portfolios is pleased to present our popular fact sheet, Key Financial Data for 2019. This handy and concise tax reference covers many items affecting your finances, including:
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
In this post, I share three simple calculators I found and reviewed that you can use to estimate your 2018 income taxes. Plus I give you three bonus tax-saving tips to help you reduce your tax burden.
Here's a look at the Trump Tax Reform Proposal sourced from the US Treasury website.
Here's how to report on your tax return the cost basis and holding period for appreciated stock you sold and that you had acquired as a gift:
Successful Portfolios is pleased to offer our Key Financial Data Fact Sheet for 2017, available here as a free PDF download. This handy fact sheet includes tax tables and retirement account contribution limits.
What does a Certified Financial Planner (CFP) do for his clients? This graphic provides a great visual answer.
Successful Portfolios is pleased to offer our Key Financial Data for 2015 Fact Sheet, available here as a free download pdf. This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Please call Successful Portfolios at (727) 744-3614 if you have any questions.