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Tax Planning
Tax Deduction Guide
Maximize your tax savings with this comprehensive guide to common and often-overlooked deductions.
Business Expense Deductions
- Home office deduction (if qualified)
- Business vehicle expenses
- Equipment and supplies
- Professional development and education
- Business travel and meals
- Marketing and advertising costs
- Insurance premiums
- Retirement plan contributions
Personal Deductions
- Mortgage interest (up to limits)
- State and local taxes (SALT)
- Charitable contributions
- Medical expenses (above 7.5% AGI)
- Student loan interest
- Retirement contributions (IRA, 401k)
- Health Savings Account (HSA) contributions
Investment-Related Deductions
- Investment interest expenses
- Tax preparation fees
- Safe deposit box fees
- Investment advisory fees (limited)
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