Financial Focus income tax planning resources

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Carlsbad, CA 92008
760-431-3040

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Tax Planning Worksheets

The following worksheets present important information useful in planning your tax savings strategy. Simply click on the worksheet below to be linked to an Adobe Acrobat document that may be printed out for your use.

Tax Rules To Remember – Open this document to view an overview the latest tax brackets, deduction amounts Social Security tax information, and other important tax items.
How The Charitable Remainder Trust Works – The CRT is a powerful means of selling highly appreciated assets in a tax advantaged manner. This document provides a overview of how the CRT works.

Copyright 2010 - Financial Focus
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation to buy or sell any security or instrument or to participate in any particular trading strategy. Financial Focus is a Registered Investment Advisor. Securities licensed associates of Financial Focus are Registered Representatives of National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Advisor. Investment Advisor Representatives of Financial Focus and NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Financial Focus and NPC are separate and unrelated companies.