See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.
PPC's Guide to Tax Planning for High Income Individuals contains the detailed strategies you need to help clients minimize the impact of the 37% ordinary income and 20% capital gains rates. In addition, the Guide explains the 3.8% net investment income tax and additional 0.9% Medicare tax and includes the strategies necessary to limit your client's exposure to these taxes.
This Guide contains numerous planning ideas to mitigate the impact of higher tax rates, new taxes, and limited deductions for your clients. Strategies that can be as simple as changing an investment portfolio mix, employing family members, harvesting investment losses, and bunching deductions; or as complex as a like-kind exchange, qualified business income deduction, real estate activities grouping, or establishing a charitable remainder trust.
Some of the many topics discussed in the Guide include:
See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.
PPC's Guide to Tax Planning for High Income Individuals contains the detailed strategies you need to help clients minimize the impact of the 37% ordinary income and 20% capital gains rates. In addition, the Guide explains the 3.8% net investment income tax and additional 0.9% Medicare tax and includes the strategies necessary to limit your client's exposure to these taxes.
This Guide contains numerous planning ideas to mitigate the impact of higher tax rates, new taxes, and limited deductions for your clients. Strategies that can be as simple as changing an investment portfolio mix, employing family members, harvesting investment losses, and bunching deductions; or as complex as a like-kind exchange, qualified business income deduction, real estate activities grouping, or establishing a charitable remainder trust.
Some of the many topics discussed in the Guide include:
