801 West Bay Drive, Suite 707, Largo, FL 33770

(727) 210-7795
marc.delia@premierplanninginc.com
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Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

The Facts About Income Tax
Featured Video

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

  • Articles
  • Calculators
  • Videos

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos

  • Articles

    What Is a 1035 Exchange?

    1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

    Counteracting Capital Gains with Tax-Loss Harvesting

    You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

    Tax Deductions You Won't Believe

    Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

    Capital Gains Tax When Selling Your Home

    If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

    How to Make the Tax Code Work for You

    When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

    Red Flags for Tax Auditors

    Here are six flags that may make your tax return prime for an IRS audit.

    View all articles

  • Calculators

    Home Mortgage Deduction

    Use this calculator to assess the potential benefits of a home mortgage deduction.

    View all calculators

  • Videos

    Making Your Tax Bracket Work

    Have you explored all your options when it comes to managing your taxable income?

    The Facts About Income Tax

    Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

    View all videos

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

marc.delia@premierplanninginc.com

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