Getting Clients to a 0% Tax Rate
Oct 29, 2007
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Over the next three years, your clients may be able to avoid taxes entirely on certain kinds of capital gains and qualified dividends. You just have to get their income into the 10%-15% tax bracket. Here are some tax and income-shifting strategies to consider.