2010 Tax Planning
The Importance of Tax Planning
Careful planning throughout the year can assist you in reducing the taxes you pay - as well as help you achieve your financial goals. This brief guide provides a basic overview of some of the tax rates, credits, deductions and related considerations that may apply to you.
Income tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and/or future tax liabilities, you can improve your prospects of meeting both long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.
Keep in mind that tax laws are often complex and frequently change. As a consequence, you should be sure to consult the appropriate professional before making investment and/or tax decisions.
Click for 2010 Income Tax Changes and more important resources.
Jamie Dawson
CFP®, CPWA®, Registered Principal,
Branch Manager,
Financial Advisor, RJFS
1212 Pearl St.
Suite 200
Boulder, CO 80302
Phone: 303-323-4293
Fax: 303-323-4295
Contact Us
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice