CD Wealth Management Private Wealth & Investment Advisory
16400 Dallas Parkway Suite 310 Dallas, TX 75248 972-499-6280 investcommittee@cdwealth.com www.cdwealth.com
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Federal Income Tax Estimator 2016/2017 | Federal Income Tax Estimator 2016/2017
This is a hypothetical example intended for illustration purposes only.
This calculator considers only the general capital gain tax rates applicable to long-term capital gains, it does not consider any
specialized capital gain tax rates.
This calculator adjusts the regular standard deduction only for old age and blindness.
The calculator limits the allowable amount of the charitable gift deduction to 50% of adjusted gross income (note that the amount actually
allowed may be less, depending upon the gift recipient and the type of property donated).
This calculator does not take into consideration that certain credits may be refundable if they exceed tax liability.
For purposes of the alternative minimum tax, this calculator considers only adjustments for: the itemized deductions entered, the standard
deduction, and the personal exemptions entered. Any other adjustments and tax preferences are not taken into account.
This calculator does not take into consideration any state taxes.
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Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kestra IS and Kestra AS may or may not be affiliated with the firm branded on this material.
This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced. |
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
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