Читать книгу Family Financial Freedom - Floyd Saunders - Страница 21

This self-evaluation helps you determine if your tax plan is in order and you are taking advantage of all deductions and credits available to you. Simply answer each question yes or no.

1 Are you paying the lowest possible taxes?

2 Are you using every available deduction?

3 Does your tax situation trigger the Alternative Minimum Tax (AMT)?

4 Do you understand which investments trigger the AMT?

5 Are you faced with receiving a lump sum distribution from a retirement account and need to know the best approach to invest it without paying taxes?

6 Can you defer your income from one year to the next to your advantage?

7 Would accelerating deductions benefit you?

8 should you consider refinancing your house to take advantage of a lower rate of interest?

9 should prepay your real estate taxes to increase you deductions?

10 should you consider the use of tax-advantaged exchanges of real estate to defere taxes?

These questions and many others may effect your taxes this year and in the years ahead. Find a trusted tax advisor to review your taxes each year before filing season, many times a tax preparer will do this for free in the fall months, as business is slow and they will hope you come back to them to file your taxes.