WebVice President/Business Analyst • Managed the Statement Control Group responsible for content and format of brokerage statements including … WebEstate tax –Covered in FCS 5540 Estate Tax Planning Gift tax: Tax imposed on the donor for transfer of property that is considered a taxable gift. 15 $13,000 annual exclusion per donee Unlimited marital deduction for transfer between spouses Charitable gifts are exempt –unlimited deduction Study Example 1-6 on Page 1-8 and 1-9 Other types ...

Jim Lankford, MBA, CFA, CFP®, CPWA® - linkedin.com

WebWelcome to the Tax Planning and Reporting for a Small Business module. By taking this training, you are taking an important step to building a better business. This guide accompanies the Tax Planning and Reporting for a Small Business PowerPoint Presentation. Objectives After completing this training, the participants will be able to: WebII. Types of Tax Planning • The objective of tax planning is to reduce or defer the tax cost. • All tax planning opportunities into one of three categories: 1. Shifting income from one time period to another. 2. Transferring income to another entity or alternative taxpayer. 3. Converting the nature of income from one type to another. gnarly black iced tea

Howard Goldman - University of Illinois Chicago

WebMay 15, 2012 · Tax Planning Tax planning is the arrangement of financial activities in such a way that maximum tax benefits are enjoyed by making use of all beneficial provisions in the tax laws. It entitles the assessee to avail certain exemptions, deductions, rebates and reliefs, so as to minimize his tax liability. WebCorporate tax planning is a means of reducing tax liabilities on a registered company. The common ways to do this includes taking deductions on business transport, health insurance of employees, office … WebBusiness Analyst with a strong background in business (MBA/CPA) and IT. ... modeling, framing, leadership, peoplesoft, presentation skills, … bomb shelters in california