
HORNE Tax Alert
HORNE's 2009-2010 Tax Planning Guide
HORNE's 2009-2010 tax planning guide provides year-round strategies to make the tax laws work for you.
Tax planning guide topics include:
Tax Planning Basics
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2009 individual income tax rate schedule
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AMT triggers: state and local income taxes, capital gains & tax-exempt interest on certain private-activity municipal bonds
Investing
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How to deal with capital losses
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Tax rates and timing
Real Estate
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Home-related tax breaks
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Home rental rules
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Defer gains on investment property
Business & Executive Comp
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2009 corporate income tax rate schedule
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Section 179 expensing election
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50% bonus depreciation
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Cost segregation study
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Defer income to next year
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Tax credits
Family & Education
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Child related tax breaks
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529 college savings plan
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Roth IRAs
Charitable Giving
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Keep it simple donate cash
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Make the most of stock gifts
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2009 charitable contribution limits
Retirement
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Max out your retirement plan
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What are your options if you own a business
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Tax-free opportunities
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Roth conversion
Estate Planning
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Gift and estate tax exemptions
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Annual gift tax exclusion
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Trusts
The 2009 - 2010 tax planning guide is available online through April 15, 2010.
HORNE's tax team is ready to help you plan for 2009-2010. For more information, please contact your HORNE advisor or local HORNE office.
