The Obvious Benefits of Tax Planning

If you are self-employed and you are making money -though you technically cannot touch it until you are of
you need to consider the obvious benefits of taxretirement age. However, there are situations when
planning strategies. Period! It does not matter whetheryou can tap into this money and not get penalized
you are a sole proprietor, a partner in a partnership or--although tax would most likely be due on the
a shareholder in an S Corporation. If you aredistributions. However, that is a subject for another
successful in your business venture and have aarticle.
positive cash flow - you need tax planning.Getting the maximum benefit from expense
Our tax system is a pay-as-you-go system. Thedeductibility requires you to keep detailed records
taxing authorities (the IRS & your state taxreceipts of deductible expenses. If your itemized
commission/department of revenue) expect to receivedeductions are greater than the standard deduction -
your estimated tax payments evenly throughout theyou will take the larger of the two. Expenses such as:
year on income you are earning. The purpose for taxmortgage interest, property taxes, charitable
planning is to mitigate any taxes due when it is time tocontributions, personal property taxes, tax preparation
file your tax returns. Some strategies to reduce taxesfees, un-reimbursed job related expenses and
include: reducing your income, increasing yourinvestment expenses are all accounted for in the
expenses and taking advantage of applicable taxitemized deduction calculation. This also directly
credits.reduces the taxable income figure on your tax return -
One of the easiest ways to reduce your income onand lowers your tax bill. There are also certain tax
your individual tax return would be to contribute to acredits that will also help reduce your tax if they are
retirement plan. Whether you put the maximum into anapplicable to your situation. A few that come to mind
IRA, 401k, SEP or other type of retirement plan, theseare: the earned income credit, education related tax
dollars reduce your taxable income and lower your taxcredits, the adoption tax credit, the credit for children,
bill. You get to keep more of your money - evenand others.