Taylor & Williams

Financial Planners, Financial Planning Consultants, Financial Services

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(813) 936-0222Call Visit WebsiteVisit Website Map & DirectionsDirections288 Crystal Grove BlvdLutz, FL 33548 Write a ReviewWrite Review

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Mon - Fri:	9:30 am - 5:00 pm

Taylor & Williams

Tax Planning
With 2017 wrapping up, this is a key time to consider some tax planning moves. With Congress working on a substantial tax law (effective for 2018), these moves could be even more valuable based on these changes. If passed, the law will reduce tax rates, increase the standard deduction, increase the child tax credit, limit or eliminate some itemized deductions, and eliminate personal exemptions. While most should see a net tax reduction, a few may not. Therefore, it is important to look at your own situation now.

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Places Near Lutz with Financial Planners

Odessa (14 miles)
Land O Lakes (14 miles)

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TollFree: (888) 936-0222

Phone: (813) 909-7452

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Taylor And Williams

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http://www.taylorandwilliams.com

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Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (813) 936-0222

Address: 288 Crystal Grove Blvd, Lutz, FL 33548

Website: http://www.taylorandwilliams.com

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Taylor & Williams

Tax Planning
With 2017 wrapping up, this is a key time to consider some tax planning moves. With Congress working on a substantial tax law (effective for 2018), these moves could be even more valuable based on these changes. If passed, the law will reduce tax rates, increase the standard deduction, increase the child tax credit, limit or eliminate some itemized deductions, and eliminate personal exemptions. While most should see a net tax reduction, a few may not. Therefore, it is important to look at your own situation now.
Charitable Giving
Give to Charity by year end 2017. With the 2018 tax rates being reduced, the deduction would save more actual tax and a whole year earlier. In addition, with the increase of the standard deduction and reduction of itemized expenses, many who have itemized in the past will find themselves using the standard deduction in 2018, thus with no or reduced tax benefit from the charitable gift. If you are able, you could pre-give your entire 2018 gifts. (It may be good to inform the charity of this for their own planning purposes...)
Estate Taxes
Income Tax
Tax Return Preparation
Non Qualified Accounts (Brokerage, Individual, Joint, Trust, UTMA, Corporate) - Non Qualified accounts can be a little more confusing as amounts received in dividends, interest, and sales of securities must be include in tax return preparation each year. The dividends and interest will be totaled on page one of the 1099, with details given later in the form. The sales of securities is where the confusion can come into play. Schwab's 1099 will include both a total and an itemized list of all the investments sold during the year, including the proceeds from the sale, the cost / amount invested, and the net gain / loss. These have to be included in your tax return. Please note that this only applies to investments sold, not investments still held.

Investment Management
- Fee only investment management: receiving a small percentage fee each year of the account value removes the commission conflict and better aligns our interests to yours. (See Account Management)
Mutual Funds
Since the different mutual funds that we are holding in your account(s) go up and down by different percentages, we are getting ready to do that exact process: sell a little of the funds that went up the most and buy a little of the others.

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Financial Planning
…then financial planning can help answer these and a lot more. Our planning process simply projects your finances for the rest of your life, allowing you to see clearly how secure your desired future looks. In addition, planning offers decision making assistance and measures exposure to different areas of risk.
Retirement Planning
Long Term Care
The last couple of years have seen significant changes in Long Term Care insurance (LTCi). These are worth noting for anyone in their 50s and over (or if you know someone in that age range).
Asset Management
Rebalancing is the process of bringing portfolios back into line with the desired asset allocation. Let's say there were four of us playing Monopoly and we each started out with the same amount of money. After going around the board a few times, that would change. Some would have more and some would have less. If we wanted to go back to where we started, we would rebalance by taking some from the players with more giving it to the players with less to where they were all even again. (There is a political reference that could be made here also, but I will leave that alone for today.)
Living Trusts
Revocable Living Trust (“Trust”) A Trust is similar to a Will because it is a way to transfer property at death to beneficiaries, but when proper planning is done, there is no Probate involvement in a Trust. Additionally, Trusts may continue to hold assets until beneficiaries reach certain ages or life events, offering some greater flexibility.

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