Delahaye Blog

Retirement Planning

Posted by Delahaye & Associates at 9:45am on October 27, 2016

Retirement planning is appropriate when people have ongoing, current, and future financial goals they wish to achieve and need to determine the strategies available to coordinate and implement to successfully attain those goals.

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Charitable Estate Planning

Posted by Delahaye & Associates at 12:05pm on September 16, 2016

Gifts or bequests of cash or property to or for the use of a qualified charity are generally entitled to a 100% deduction when calculating transfer taxes, such as gift, estate, and generation-skipping transfer taxes. This is in contrast to the charitable income tax deduction, which is limited to certain percentages and subject to phase-out for high income taxpayers. It is the deductibility of the gift for income or transfer tax purposes that makes charitable gifts and bequests so important when developing estate planning strategies.

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Income Tax Planning

Posted by Delahaye & Associates at 3:20pm on August 11, 2016

The American Taxpayer Relief Act of 2012 extended prior law for certain income tax rates; however, it also increased income tax rates on upper income earners. Specifically, an inflation adjusted top income tax bracket of 39.6% applies in 2016 to income above $466,950 for married couples filing jointly or $415,050 for single taxpayers.

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Alternative to Cash on the Balance Sheet

Posted by Delahaye & Associates at 1:00pm on July 19, 2016

The need for cash in any successful business has always been strong. Cash may not be readily available today for financing sales or operational lines of credit. A lack of cash can add risk to your business because you can become more dependent on others.

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Calculators

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