How A Long Island CPA Can Help Tax Planning

By Rob Sutter


If you ask me, a Long Island CPA has the potential to help in a number of ways, whether it is easily realized or not. The truth of the matter is that while tax planning - which is one such area - can prove stressful, it isn't an endeavor that has to be impossible. It all comes down to the level of information, not to mention assistance, which you can gain from such an authority. If it is simply a matter of learning as much as possible, this list of 3 steps can probably prove to be the best starting point.

What if there was an instance of damage or a matter of insurance that has not been taken care of at this point? Before the year is out, it is in the best interest of a client handle the matter as soon as possible. This probably goes without saying but you have to realize the various amounts that are tied to the idea of a Long Island CPA. Authorities such as Gettry Marcus can tell you that if you are able to go about this step, you stand a good chance of maximizing the casualty loss deduction for this year.

Let's say that you are about to become eligible for health savings account contributions; one would assume to start paying as soon as possible. It wouldn't be too far from what would be true, especially when they can be made in various amounts. For example, by the time that December rolls around, maybe you would be interested in making a full year's worth of deducible HSA contributions for this year. This could be another way to make tax planning a little less strenuous on your part, at least.

There is quite a bit that you can gain from postponing your income until next year if you feel as though this is applicable. First of all, you can rest easy knowing that this will be able to help you accelerate deductions for this year but there is far more to consider, too. Secondly, this will allow you to claim various deductions and credits, amongst them being ones which are tied to higher education. Keep this in point so that, in time, you will be able to find yourself in a lower tax bracket in the long term.

These steps are just a few that will be able to help you when it comes time to plan out your taxes in the long term. Just about any Long Island CPA can agree with them as well, so make sure that you consider them when it comes time to go about planning. Many individuals may not believe that they have the means but I'd like to think that they can come about. Before long, you will start to see how these steps come into play in the future.




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