Thursday, December 6, 2012

Tax and Investment Planning


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

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