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f you are self-employed or own investment real estate, you have a number of tax planning options to reduce your tax burden. If you have investments outside your retirement plans, you can minimize your taxes by carefully planning when to realize gains or losses.

Even if your only source of income is a regular paycheck, we can help you take full advantage of the tax-exempt and tax-deferred investment options open to you. At the very least, we can show you how to manage your withholding and saving strategy to ensure you're not giving the government an "interest-free loan" until Tax Day.

What options are there for the self-employed and owners of investment real estate? Can you, or should you, hire family members? Can income and expenses be shifted between tax years? What expenses can be deducted as business expenses? Being both self-employed and an investment real estate owner, Schubert Financial President Jim Haring has thoroughly investigated all the options and will be happy to discuss their application to your particular situation.

Estate tax planning is an entirely different subject that only applies to people with estates in excess of $2 million. It is also likely that this tax, and therefore the need to plan for it, will be eliminated in the near future. We will gladly refer you to an expert in this field if it applies to you.
 

Tax Services...

Tax Planning

Tax Preparation

Did you know...?

The American colonies revolted against the British government largely because of excessive taxation. Today the average American loses about half his income to sales, property, income, Social Security, automobile, and other taxes.

 

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