Tax Planning

Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

From tax brackets and itemized deductions to retirement savings vehicles and investments, our Financial Essentials Tax Planning Workshop will guide you through the maze of "tax talk" and teach you important concepts to help you understand what tax planning is and how appropriate planning can make a difference in your personal financial future.

A sample of the topics covered in this workshop include:

What Tax Planning Is
Understanding "Tax Talk"
Understanding Tax Rates and Brackets
The Importance of Your AGI
Understanding Itemized Deductions
Timing Strategies
The Affects of Long and Short term Gains and Losses
The Affects of Credits, Refunds, and Underpayment Penalties
Strategies for Offsetting Gains and Losses
How Tax Advantaged Programs Affect Taxes
How Retirement Plans Affect Your Taxes
The Impact of Your Investment Decisions - Buying, Selling and Staying the Course

Workshops