For those of you that will owe tax come April 15, there are a number of things that you can do to reduce your taxes before year-end. One of the first and most obvious remedies is to make a contribution to one of your retirement accounts, such as your IRA or 401(k) plan. Of course, if you have a Roth IRA, then no current deduction will be available, but pension and profit-sharing plan contributions will be. Another strategy for those who itemize deductions is to pay both your January mortgage payment and any real estate taxes due at year end in December, so that they can be deducted in the current year. Just remember to add your mortgage interest for the month of January onto the interest recorded on your 1098 form. For those of you who with capital gains to declare, this could be a good time to unload some losers in your taxable portfolio that could offset your gains. The key is to allow more than 31 days to elapse between the sale and repurchase of the losing security, so that the loss is not disallowed under the wash sale rule. A variation on this is to swap a losing stock for an exchange-traded fund that invests in the same sector. For example, if you have a major gain to declare, but also own a tech stock that has declined substantially in value, then it might be a good idea to sell the tech stock and use the proceeds to buy an exchange-traded fund that invests in tech stocks. This allows you to declare a loss against your gains and diversify your holdings as well. But back to itemized deductions, if you are on the edge of being able to itemize, and are just a little short, try to make a charitable donation of an amount that will put you over the threshold. If you can’t spare any cash, give a gift of clothing or other noncash goods. These donations will often count for more than you might think, especially if the goods donated are in relatively good condition. For more information on how you can reduce your taxes for the year, consult your tax advisor.
Nail those year-end tax deductions!
About Mark P. Cussen
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These are some of the General Rules of the year end tax planning,
1. The first general rule is that there are no general rules. When it comes to taxes, what’s good for the goose may be harmful to the gander. The fact that there are no general rules gives rise to the next 2 general rules. I know this sounds circuitous, but it is really quite logical if you can follow my reasoning.
2. Since every taxpayer is unique it is imperative to run the numbers before taking any action. No scratch computations on the back of an envelope are allowed here. You have to intelligently consider the long and short term effects of your decisions, complex and ever-changing tax laws and rates, and ungodly computations, such as the Alternative Minimum Tax. I like to run the numbers for this year and as many future years as can be reasonably estimated. Once I have the information in my computer I can easily change assumptions or run the numbers under different tax scenarios to optimize the plan for the best tax results.
3. You should not try this at home by yourself. It might be more painful than self-dentistry and less effective than hiring Masullo to perform brain surgery. If you try something that you read in a book without seeking professional help the odds are pretty good that it will backfire. Thus, the ideas presented here are only intended to alert you to some of the possibilities. Call or email us before you try any year end tax planning ideas.
Start Your Own Business to Build Wealth, Reduce Taxes & Protect Your Assets at ”Home- Based Business”
Our end-of-year tax strategy: We're getting married Dec. 29 so we can file jointly!
Congratulations! Of course, you do realize that simply being married will not really improve your tax situation per se, as all exemptions and standard deductions for MFJ are simply twice the amounts for single filers. Not to rain on your parade (or your wedding), but just an FYI when you file. I wish you both the best of luck and a happily married new year!
Mark P. Cussen, CFP, CMFC
Yes, i completely agree with Mark...
Marriage isn't the solution for Tax...
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Home- Based Business
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