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2010 Tax Planning Questionnaire

The following questions cover common life events that may
indicate an opportunity to reduce taxes before the end of the
year.  There may be additional circumstances not addressed
in these questions.  Check the box next to each item that 
applies to you and complete the information at the bottom of
the page.  Press the "SUBMIT" button to send your information.

Please enter your name and e-mail address at the end of the questions. Otherwise, I will not be able to respond to you.

General Items:

  Marital status changed during the year.                                                          

  Number of dependents increased or decreased.      

  Income will be significantly different in 2010 compared to 
       2009.                             

  You’ve experienced a large one-time financial transaction.      

  You are paying college tuition or other post-secondary education
       costs.              

  You are looking for ways to reduce potential estate taxes.              

  You have discretion to receive a large income item either this year or
       next year.
        

  You purchased and/or sold a home this year.

 

Employment Items:

 Your employment status changed or you became self-employed in 
      2010.          

  You are eligible for a year-end bonus from work.              

  You have stock options from your employer that either have exercised or
       could exercise.

  You moved for job related reasons.          

 

Investment Items:

 You’ve sold stocks, real estate or other investment property in 
      2010.              

  You own old investments in limited partnerships.    

  You own investments that have significantly changed in value or may
       have become worthless in 2010.
      

 Retirement Plans:

 You’ve taken distributions from retirement plans.              

  You have an IRA and turned 70 ˝ years old during 2010.    

  You cannot remember the last time you reviewed the beneficiaries of
       your retirement plans (IRA's, 401(k), Profit-sharing, Pension, 403(b),
       etc.)

  You generated income from self-employment for the first time in 
       2010.   

   You received an interest in a retirement plan through an inheritance.         

 

Itemized Deductions:

 You anticipate large out-of pocket medical costs.      

   You have a high deductible medical insurance policy.   

  You refinanced a mortgage.     

  You have made or are considering making large charitable 
       contributions. 

  You donated a significant amount of property or possessions other
       than cash.


                            

Please describe below any other situations that may impact 
your  income taxes for 2010. 

    

     Your name                

     Your e-mail address 

     Your telephone #