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| Tax Planning | |
| These
are interesting times. Uncertain. Volatile. Even trying, most might say. Now more than ever, it’s in your best interest to examine where and how to keep your hard-earned income. In ways that are entirely legal. |
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| Despite popular belief, an unscrupulous tax accountant in a shiny suit did not invent tax shelters late one April night in the early 1960’s. They were “invented” by Congress and are as old as the 16th Amendment to the Constitution. Use them to your advantage. | |
| With those first Federal tax laws, Congress encouraged certain socially desirable activities by offering tax incentives to those who participate in them. So to foster charitable giving, contributions to qualified charitable organizations are considered tax deductible. To help people own their own homes, deductions for real estate taxes and mortgage interest payments are allowed. And, in the hopes of keeping the national economy in perpetual motion, the tax laws provide businesses with a variety of tax incentives designed to reward capital investment, exploration, research and development, and so on. | |
| However, unlike earlier days when there were a wide variety of tax shelters and you could leave tax planning until November and December, today you must start your planning at the beginning of the year. The remaining “good” tax shelters, such as real estate and equipment leasing, offer better tax savings than ever before because deductions now come faster than before. | |
| The senior principals of Evergreen have years of tax-savings experience and know much about navigating the tax code to our clients’ benefit. | |
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You know that a dollar kept is a dollar earned. As dollars add up, wealth builds. |
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Good tax strategies deliver so much more than tax software off the shelf. It is the wise person who knows the difference. |
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