个人理财英文版第三章论述.ppt

Chapter 3;Taxes in Your Financial Plan ;Start planning for taxes …. Know current tax laws as they affect you Maintain complete and appropriate tax records Make purchase and investment decisions that reduce your tax liability Goal: Paying your fair share but still taking advantage of tax benefits.; Types of Taxes;What Tax Records to Keep;Objective 2Calculate Taxable Income and the Amount Owed for Federal Income Tax;Objective 2Calculate Taxable Income;Objective 2Calculate Taxable Income;Objective 2 Calculate Taxable Income;Objective 2Calculate Taxable Income;Calculate Taxable Income Itemized Deductions;Calculate Taxable Income Exemptions;Objective 2Calculate Taxes Owed;2008 IRS Tax Brackets;2008 IRS Tax Example;Objective 2Calculate Taxes Owed;Objective 2Calculate Taxes Owed;Objective 2 Calculate Taxes Owed;Tax Credit versus Tax Deduction;Determining Your Tax Liability;Objective 2Calculate Taxes Owed;Objective 2Calculate Taxes Owed;Objective 3 Prepare a Federal Income Tax Return;Which Tax Form Should You Use?;Completing the Federal Income Tax Return;How do I File My State Tax Return?;How Do I File My Taxes Online?;How Do I File My Taxes Online?;Available Tax Assistance Sources;Available Tax Assistance Sources;Types of Tax Preparation Services;Evaluating Tax Services;Tax Service Warnings;What if Your Return is Audited?;What if Your Return is Audited?;Objective 4Select Appropriate Tax Strategies;Tax Planning StrategiesMinimizing Taxes;Tax-Planning Strategies Consumer Purchasing;Tax-Planning StrategiesConsumer Purchasing;Tax-Planning StrategiesInvestment Decisions;Tax-Planning Strategies Investment Decisions;Tax-Planning Strategies Investment Decisions;Changing Tax Strategies