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| Trendline Financial Monthly |
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Hi Everyone
I hope you had a great summer – I know I did with getting married and going to Italy.
This month I am adding some articles on how the Financial Reform and Health Care Reform affect us. It is also not too early to start thinking of year-end tax planning. Remember that December is your final tax exam for the year – April is merely the report card. So give some thought now to to the tax impact of any major changes in your life and how to either increase deductions or minimize income by using tax deferred vehicles.
As always, call or write if you need help with any financial issue.
Peter Owen
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Year-End Tax Planning–Special Concerns for 2010
Year-end tax planning is as much about 2011 as it is about 2010. Often, there’s a real opportunity for year-end tax savings when you can predict that you’ll be paying taxes at a lower rate in one year than in the other. Of course, to effectively plan, it helps to have a good idea of what next year’s tax rates will be. Unfortunately, as 2010 draws to a close, 2011 brings some uncertainty in that regard. |
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The information in any newsletter or within the website should not be construed, in any manner whatsoever, as the receipt of or a substitue for personalized individual advice from Trendline Financial Solutions. Advice may only be given after client has received a copy of the Firm’s Form ADV on file with the New York State Dep’t of the Attorney General, appropriate Firm disclosures as required by Law, and entered into a Financial Planning agreement with the Firm.
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