genobjectives Maximize the amount of pre tax wealth for all participants in and

Genobjectives maximize the amount of pre tax wealth

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gen_objectives Maximize the amount of pre-tax wealth for all participants in and taxes affecting the plan. Minimize taxes. Maximize the net present value of after-tax wealth for all participants to a tax plan and all taxes affecting the tax plan. stra_objectives Shift revenues to the lowest marginal tax rate. Defer revenue recognition as far into the future as possible. Shift components of the tax base to exploit differences in the marginal tax rates. plan_objectives Minimize income taxes. Maximize the amount of pre-tax income for all participants in and taxes affecting the plan. Maximize the net present value of after-tax wealth for all participants to a tax plan and all taxes affecting the tax plan. Maximize the net present value of after-tax income for all participants to a tax plan and all taxes affecting the tax plan. strat _objectives Defer revenue recognition as far into the future as possible. Shift revenues to the lowest marginal tax rate and deductions to the highest MTR, after considering the time value of money (when relevant). Accelerate deductions to the earliest tax period possible . Shift deductions to the lowest marginal tax rate, after considering the impact of the time value of money (when relevant). alternatives Make the §453(d) election. Not make the §453(d) election. constraints Legal. Schedule. Economic. Operational/psychological. Transactional.
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