Tax Planning Numbers

We offer several documents that help you identify important thresholds, phase outs, and other key information for current and recent tax years. Download the numbers that will help take control of your tax situation!

Individual Income Tax Planning :: Download Printable Version
Of the thousands of provisions of the tax code, generally just a handful will apply, in a material way, to a given taxpayer in each year. Some are general. Others are obscure. As you go through the year and are contemplating various transactions, among the key things to be aware of are: The marginal tax bracket and capital gains rates for your filing status, the standard deduction and personal exemptions, phase outs for itemized deductions and the AMT exemption amount. Of course, things are changing rapidly in the world of taxes, so watch for changes that will affect your 2011 plans, too!
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Marginal Income Tax Rates :: Download Printable Version
Will new thresholds—or changes in your income—change your marginal income tax rate? Have you just barely been kicked into a higher bracket? Check these tables to see where you were and where you might be in 2011: you may want to make some make some adjustments to keep your tax bill in check.
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Investment Planning :: Download Printable Version
Have you examined the way tax rules inform your investing choices lately? Knowing these figures may help you make more informed decisions.
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Education Planning :: Download Printable Version
Planning for the payment of education expenses involves a myriad of issues, from the different kinds of plans and their contribution limitations to the annual gift tax exclusion.
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Retirement Planning :: Download Printable Version
There are many ways to save for retirement. Certain plans are for large businesses; others for the self-employed. And, still others for those who own their own businesses and have employees. Each plan has different rules and contribution limitations. While choosing exactly the right plan may take delving deeply into these rules, and getting some advice, it can be helpful to see an overview.
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Government Benefits :: Download Printable Version
We and members of our families all become eligible for government benefits at different stages of our lives and for different programs. There are a number of Social security programs for disability and retirement. And there are two basic medical programs, Medicaid for the disadvantaged and Medicare for retirees. It is helpful to be aware of some of the basics.
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Business Planning :: Download Printable Version
From health insurance deductions to mileage rates, business owners and the self-employed will want to stay on top of these tax-related details.
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Estate Planning :: Download Printable Version
Whether you are an estate trustee or a recent beneficiary, you will want to know how tax rates break down and what certain limits are. Of course, things continue to change, so stay tuned!
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Protection Planning :: Download Printable Version
A certain amount of long-term care premiums are deductible and there are two programs for funding health care expenses on a pre-tax basis.
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Tax Planning Numbers