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 Year-End Tax Planning 2009, you will find helpful explanations of the current rules along with planning ideas for lowering your 2009 income taxes. | |
This 2010 Tax Planning Guide suggests a number of strategies that can help lower your federal income-tax liability. |
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| This 2009 Tax Law Stimulus booklet summarizes the major provisions of the 2009 Act. Many of the new rules are complicated, and most are temporary. | |
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 ones' future financial security and keep transfer taxes to a minimum. |
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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 College Planning Guide looks at the strategies and financial planning steps you can take to be prepared for the day your child goes to college. |
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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 1/1/2010 |
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Business |
.50 |
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Medical/Moving |
.16 |
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Charitable |
.14 |
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