Recently Released!!!
Date Published: October 19, 2022
Summary PowerPoint Deck: 300 Slides
Reference PowerPoint Deck: 743 Slides

The purpose of this research is to provide readers with a comprehensive understanding of tax planning, including implementing tax-sensitive investment strategies, reducing federal, state, & local tax liabilities, preparing federal & state tax returns, and managing tax audits. This research is part of Tiburon's broader coverage of financial planning.

This research starts with a context setting chapter, and then addresses the key historical phases of tax planning, including:

• Tax Preparation Phase
• Middle Phase
• Tax Planning Phase

This research defines the key tax planning services, including:

• Tax Planning & Implementing Tax-Sensitive Investment Strategies
• Maximizing Tax Deductions and Reducing Federal, State, & Local Tax Liabilities
• Preparing Federal & State Tax Returns
• Managing Tax Audits

And this research makes several future predictions for tax planning, including: 

• Substantial Growth in Tax Planning
• Fastest Growth in Tax-Sensitive Investment Strategies
• More Financial Advisors to Offer Tax Preparation Services