Personal Budget Balance Sheet And Statement Of Cash Flow Analysis

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Week One Discussion Questions • What are the purposes of a personal budget, balance sheet, and statement of cash flow? The purpose of a personal budget, balance sheet and statement of cash flow is to give a full picture of ones finances. Being oblivious to where ones money is actually going can cause stress which is small compared to the more severe instance of leading to bankruptcy because of a failure to properly manage money. • The Internal Revenue Code (IRC) is the supreme source of income tax law. When trying to resolve an income tax question, a tax practitioner will look to other sources in addition to the IRC. For example, the tax practitioner may consult IRC regulations, revenue rulings, procedures, private letter rulings,…show more content…
This is done by focusing on key components of taxable income. How can timing strategies and income-shifting strategies be used to affect deductions for adjusted gross income (AGI), dependency exemptions, itemized deductions, and tax credits? Provide at least one example for each. Postponing income until the following year is one way to lower your AGI, paying into a 401K allows one to defer paying taxes on a portion of their income until a later date. Shifting a portion of income to family members can also lower ones tax bill, you are allowed to give $12,000 per year to each recipient without incurring a gift tax but watch out for kiddie tax rules before considering this option. Claim your dependents on your taxes as it may mean $1k per each qualified child dependent showing up as a tax credit for the year. Credits are worth more than deductions since they directly lower ones tax liability dollar for dollar. Plan deductions by determining if taking them this year compared to next year would be more beneficial your…show more content…
Provide at least one example of each. o Deductions for AGI and deductions from AGI • This is a difference between above and below the line deduction, Above the line deductions are worth more and the goal is to have as many above the line deductions as possible to lower your tax bracket and thus your tax liability. An example of an above the line deduction is moving expenses, student loan interest paid and alimony payments made. A below the line deduction could be medical expenses and charitable donations. o Gross income and AGI • Gross income is every dollar you made for the year, the AGI is your gross income minus your adjustments such as your deductions such as your 401k contributions. o AGI and taxable income • Taxable income is what is left after someone adds up all income and subtracts their deductions. This is the amount subject to income taxes. AGI is always more than taxable income, it is calculated by taking the income and subtracting specific items and adding in other items like a gain on disposal of assets such as what usually happens when you sell a home. o Tax deduction and tax

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