This project is designed to help people who own and/or are considering
certain investments to determine their projected tax liability on investment
income, structure the timing and nature of their investments, and plan
accordingly. Those who use this program
have the option to compute their ordinary income if they choose, along with its
tax liability, but they are not required to do so. The primary purpose of the program is
investment planning designed to minimize tax liabilities whenever possible. The program is designed for individuals of
all income levels who do not have a background in U.S. tax law. It is not designed for tax
accountants/attorneys.
http://files.gove.net/shares/files/12f/jscott2/Tax_and_Investment_Planning--VBA.xlsm
http://files.gove.net/shares/files/12f/jscott2/Tax_and_Investment_Planning_Write-up.pdf
http://files.gove.net/shares/files/12f/jscott2/Tax_and_Investment_Planning--VBA.xlsm
http://files.gove.net/shares/files/12f/jscott2/Tax_and_Investment_Planning_Write-up.pdf
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