Shifting Income

Following below several strategies and suggestions to help clients shift income to other family members (primarily children) who are in a lower income tax bracket.

Gifts

Please refer to the next page, Gifts and Gift Taxes.

More Topics

Business Affiliations

Estimated Tax Payments

Child's Roth IRA

Save! Save!

"When in doubt, we call Joe, and he always responds promptly and thoroughly."

Barbara Hughey - Lexington, MA

"Joe has done our taxes with a level of professionalism and responsiveness that has been unmatched for us in the last 20 years."

AB & TB – Tewksbury, MA

"Joe provides clear and thorough responses to questions, and ensures that all reports are submitted on time."

David Pollack - Lexington, MA

"Hands down Joe Twardy is the best CPA I have worked with; I have and will continue to recommend him to everyone I know.K.D. Joslin"

K.D. Joslin

Have a Question? Contact Us Today!

Sunapee: 603.763.0350

24 Pine Grove Rd., Sunapee, NH 03782

Lexington: 781.274.6600

405 Waltham St., Suite 382, Lexington, MA 02421