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Set up meetings with clients now to do some end-of-the-year tax planning. You may be able to save them some money and grief with required minimum distributions and various expiring tax credits, deductions, and charitable gifts.
The year 2010 will be a tax bonanza for many clients and prospects, but 2011 could be very sobering—though the final numbers have not been decided yet. Help clients get in position for whatever may come with these suggestions on moving income, taking capital gains, accelerating deductions, and repositioning assets.
More than ever, it's crucial to have quick and easy access to the brackets, thresholds, limitations, exemptions, and numbers you need to help clients plan throughout the year. Keep this link handy and refer to it throughout the year.
Make sure clients know what significant tax benefits may be available to them in 2009 and 2010 as a result of the American Recovery and Reinvestment Act—also known as the stimulus bill.
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