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1. Give generously to charity If you itemize deductions, your charitable contributions can get you a nice tax deduction. You can deduct the cash you donate, as well as the value

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10 Year-End Tax Moves For 2015


Слайд 21. Give generously to charity
If you itemize deductions, your charitable contributions

can get you a nice tax deduction.
You can deduct the cash you donate, as well as the value of any property you give.
You can even donate stock, which can help you avoid capital gains taxes as well.

Photo: Flickr user Howard Lake


Слайд 32. Harvest your losses
If you sell any investments at a loss,

you can offset your capital gains.
Even if your losses exceed your gains, you can use up to $3,000 in losses to reduce your taxable income.
This is known as “tax-loss harvesting”

Photo: 401kcalculator.org via Flickr


Слайд 43. Can you defer some income?
If you are expecting a year-end

bonus, ask your boss if you can have it after December 31.
And, if you’re self-employed, consider waiting until the new year to send out any outstanding invoices.
Deferring some of your income until 2016 will reduce your 2015 income tax.

Source: Flickr user Steven Depolo


Слайд 54. Boost your retirement contributions
You are allowed to contribute up to

$18,000 to your 401(k) in 2015 ($24,000 if you’re over 50).
Contributions are made on a pre-tax basis and will reduce your taxable income

www.aag.com via Flickr


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If you contribute to an IRA, you have until April 15

to make contributions for the 2015 tax year.
If you don’t have an IRA yet, you can open one now and still have about five months to max out your contributions for 2015.
You can contribute up to $5,500 to an IRA ($6,500 if over 50), and you may qualify for a tax deduction.
However, 401(k) contributions usually need to be made before the end of the calendar year.


Слайд 75. Make your January mortgage payment
If you itemize deductions, you can

deduct the mortgage interest you paid in 2015.
By making January’s payment earlier, you could have more interest to deduct.
However, you cannot pre-pay interest that will accrue in 2016

Wikipedia user Idoysterbay


Слайд 86. Pay the tuition bill now
If you pay college tuition for

yourself or someone else, it may be a good idea to send in Spring’s tuition early.
Education tax credits and deductions are based on when you actually pay the tuition, not when the semester starts.

www.TaxCredits.net via Flickr


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The American Opportunity Tax Credit provides a refundable credit of up

to $2,500 for the first four years of college.
The Lifetime Learning Credit provides up to $2,000, and can be used beyond four years.
Or, you can use tuition and fees as a deduction.
All of these are subject to income limitations, so check out each one to see which benefits you the most.

Слайд 107. Give away your money
If you have a substantial amount of

money and assets to leave your heirs, you can use the annual gift tax exemption to reduce the eventual estate taxes.
You can give up to $14,000 per person, per year, that doesn’t count toward the lifetime estate tax exemption.

www.SeniorLiving.org via Flickr


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For 2016, there is a lifetime exemption of $5.45 million from

estate taxes.
However, if you start to give money to your heirs now, it can reduce the burden later on.
The top Federal estate tax rate is 40%, so strategic gift-giving can save a lot of money over the years.

Слайд 128. Use your FSA money
The “use it or lose it”

rule for Flexible Spending Accounts has gotten a little more lenient.
Account holders are allowed to carry over up to $500 to next year, but your employer must adopt this change.

www.TaxRebate.org.uk via Flickr


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Find out if you can carry any of your account over

to next year.
If you have more money in your account than you can carry over, make sure you use it before the end of the year.


Слайд 149. Update your W-4
If you receive a large tax refund for

2015, it means that your employer is withholding too much money from your paychecks.
If this applies to you, update the exemptions listed on your W-4.

Flickr user frankieleon


Слайд 15
A tax refund is nice to get, but it is really

an interest-free loan you’re giving to the government.
It’s smarter to get larger paychecks throughout the year instead.
Make sure your W-4 reflects an accurate number of exemptions that you’re entitled to.

Слайд 1610. Safeguard your identity
Unfortunately, tax season is the favorite time of

year for many criminals.
Take steps to protect your identity, and to avoid tax-related scams.

www.gotcredit.com via Flickr


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The IRS publishes a list of the most prevalent tax scams

each year.
For 2015, these include:
Callers posing as IRS agents to collect “delinquent taxes”
Email phishing scams
Identity theft – criminals filing a bogus tax return in your name to receive a refund.
Some steps you can take to avoid scams include:
File your tax refund as early as reasonably possible.
By far, the best way to avoid scams is to know what to look for. This IRS resource is an excellent overview of current scams and how to spot them.

Слайд 18The $15,978 Social Security bonus you can’t afford to miss


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