Casey Charles Financial Planning

The Tax Center

Is Your Tax Bill leaving a nasty feeling in the pit of your stomach Well then keep reading......

Why Do I Pay So Much in Taxes," she screamed in agony. A single woman stands in tears wondering why she owes the IRS again. One of her coworkers explained that her financial advisor works with a team that helps people just like her save money on taxes and invest the savings. "Well finally someone is here to help." she exclaimed.

This client is no different than you and EXCEPT she decided to act. Our strategies can help you reduce taxes and reinvest the savings creating hundreds of thousands of dollars over time. FAX back a liabilities tax analysis and we will perform a no obligation review of your tax strategy. YOU OWE IT TO YOURSELF, NOT THE IRS TO TAKE THE FIRST STEP.

Tax Tips

These are the IRS publications that clarify all the tax issues we cover in our strategies.

A. 523 - Selling Your Home:
http://www.irs.gov/pub/irs-pdf/p523.pdf

B. 527 - Residential Rental Property:
http://www.irs.gov/pub/irs-pdf/p527.pdf

C. 530 - Tax Information for First Time Home Owners:
http://www.irs.gov/pub/irs-pdf/p530.pdf

D. 936 - Home Mortgage Interest Deduction:
http://www.irs.gov/pub/irs-pdf/p936.pdf

E. 950 - Introduction to Estate and Gift Taxes:
http://www.irs.gov/pub/irs-pdf/p950.pdf

F. 504 - Divorced or Separated Individuals:
http://www.irs.gov/pub/irs-pdf/p504.pdf

G. ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001:
http://www.irs.gov/pub/irs-utl/egtrra_law.pdf

H. Tax Court Ruling 125 regarding tax deductible points:
Log on to Mortgage Market Guide's web site, click on Member Benefits -> Kiplingers -> Kiplinger Tax Letter -> Archives -> August 26th, 2005.

Liability Tax Analysis

Please complete and fax back the attached Liabilities Tax Analysis.