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Year-End Planning

2017 Key Numbers
Individual Income Tax Planning
Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more.
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2017 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
Tax rates for all filing statuses.
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2016 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
Tax rates for all filing statuses.
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Business Planning
Earnings subject to FICA taxes, Section 179 expensing, standard mileage rate, and more.
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Education Planning
Coverdell education savings account limits, education loan interest deduction limits, Hope and Lifetime Learning Credits, and more.
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Protection Planning
Eligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs).
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Estate Planning
Annual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more.
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Government Benefits
Social Security, Medicare, and Medicaid.
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Retirement Planning
Elective deferral limits, IRA contribution limits, additional "catch-up" limits, traditional deductible IRA and Roth IRA compensation limits, and more.
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Investment Planning
Tax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income.
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Still Time to Make
2013 IRA Contributions
Year-End Tax Planning:
Higher Income Filers
Must Navigate New Landscape

Smart Year-End
Investment Moves

Long Term Capital Gain:
What Tax Rate Applies?
Additional Medicare Payroll Tax:
High Income Individuals
Face New Medicare Taxes
in 2013
New Medicare Contribution
Tax Applies to
Unearned Income of
High-Income Individuals
in 2013
 


 
 
 

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