Tax Planning GuidesThese planning guides from Newkirk are not intended to take the place of professional advice. You'll want to consult with us before using any of the planning tools. |
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In the 2011 Year Year End Tax Planning Guide you'll find helpful explanations of the current federal tax rules, tax tables, and a worksheet you can use to make a preliminary estimate of your 2011 taxable income. The guide also offers dozens of tips for lowering your personal and business taxes. |
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The What Health Care Reform Means for Your Business summarizes the key provisions of the Act that may affect your business. You will gain insight as to how the new law applies in defined situations and learn ways to plan for the new law's impact. |
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The Retirement Planning Guide is designed to show you how to take charge of your future by beginning to plan for your retirement now. |
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The Personal Financial Planning Guide looks at the steps of financial-planning and explains how to go about setting up your financial plan. Worksheets and specific planning strategies are included. |
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The Estate Planning Guide is designed to show you the need for estate planning and the estate planning tools and strategies available to help you ensure your loved one's future . |
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Phone Numbers
Internal Revenue Service, 800-829-1040
Oregon Department of Revenue, 503-378-4988
California Franchise Tax Board, 800-852-5711
Purpose |
Rates beginning 1/1/2011 |
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Business |
.51 |
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Medical/Moving |
.19 |
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Charitable |
.14 |
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