Tax Tip of the Week
900 N. Kings Highway, Cherry Hill, New Jersey 08034
856.667.4100 ·
215.563.0276 ·
Fax: 856.667.3652
Tax planning is not a stand-alone process
For the week of
December 11, 2000
Most people consider tax planning a worthwhile money-saving
endeavor. It just makes sense to spend a little time to protect what you have worked for.
Tax planning to reduce income taxes is just one element of good planning. A good planning program should consider
several other financial concerns.
How do you save for retirement? What is the best after-tax investment approach to help you reach your financial
goals?
Are you properly insured for major events such as disability, long-term medical care, and if needed, estate liquidity?
Do you have excess assets that make lifetime gifting a wise tax-saving move? Does your will take into account recent
changes in your marital status, births and deaths of family members, changes in your assets, or your move from
one state to another?
Your tax, financial, and business planning should keep pace with the changes that take place in your family and
your financial holdings.
Please contact us; we will gladly assist you
with your planning needs. We would like to see you keep more of what you make.
Click here to view previous tax tips.
"Tax Tips" are published weekly to
provide useful tax information. Return to this site every week for helpful tax-cutting suggestions, tax reminders,
and current tax information.
The information contained in this site is of a general nature and should not be acted upon in your specific situation
without further details and/or professional assistance.
If you would like more information on anything in "Tax Tips," or if you'd like to be on our mailing list
to receive other tax-cutting information from time to time, please contact our office. We're here to help.
