TAX SEASON: NEW OBAMACARE TAX INCREASES. Now that tax season is winding down it is time to talk about how our clients faired with regard to the NEW OBAMACARE TAX INCREASES. Lets summarize by saying that our strategic initiative employed for clients via our preemptive trust, tax and investment planning ended up in far fewer 1099 Bs being generated by our clients-->AND LESS IN TAXES for 2013. Although we do not offer tax advice: The methods we employ in income tax planning to minimize the tax drain include tax: Postponement; Reduction; and Elimination The planning and minimization strategies used by us to further your ultimate objectives of income tax planning— —include the use of: Acceleration and deferral techniques; Non-taxable employee benefits; Income and deduction shifting; Investment portfolio tax management techniques; Deferred charitable giving Available tax shelters; Tax-free investing; and Tax deferred investing Subsequently, we are receiving numerous calls from clients, CPAs, and other tax professionals about our minimization strategies. Telephone us if you would like to lessen your tax burden in 2014. It is never too early to start this process. Each day counts. Best, MJG Direct: 610-724-2461
Posted on: Sun, 13 Apr 2014 18:31:48 +0000
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