Cereus Financial Advisors
David Haas, CFP®
795 Franklin Avenue
Building B, Suite 205
Franklin Lakes, NJ 07417
Fax: 201-848-6803

2017 Federal Income Tax Planning

The Tax Planning Environment in 2017
While we're likely to see tax reform legislation, the specifics, scope, and timing of the changes will likely take some time to unfold.
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Income Tax Fundamentals
Let's start with some basic federal income tax concepts, including gross income and taxable income. How do deductions fit in? What about choosing a filing status? What's a marginal tax rate?
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2017 Federal Income Tax Rates for Individuals
How much federal income tax are you liable for? Federal income tax rate schedules for individuals allow you to determine your federal income tax by looking up your taxable income and filing status.
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Personal deduction planning is one aspect of tax planning. Here, your goals are to utilize deductions in the most efficient manner and to take all deductions to which you're entitled.
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Tax Credits
A tax credit results in a dollar-for-dollar reduction of your tax liability. In some cases, if your tax credits exceed your tax liability, you will be able to claim the difference as a refund.
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Investment Tax Basics
You should understand the difference between ordinary income and capital gain. Special tax rates apply to long-term capital gain and qualified dividends. There's a lot to think about, including a 3.8% net investment income tax that may apply.
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Understanding the Alternative Minimum Tax (AMT)
The alternative minimum tax (AMT) is a significant factor for many when it comes to tax planning. You should understand when it applies, and how it could affect you.
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The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, UT, VT, VI, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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