PricewaterhouseCoopers Introduces 2007 Guide to Tax and Financial Planning

Guide Features In-Depth Analysis of New Pension Protection Act of 2006 and Financial Planning Strategies for Individuals and Business Owners


NEW YORK, Oct. 26, 2006 (PRIMEZONE) -- PricewaterhouseCoopers today introduced its Guide to Tax and Financial Planning, 2007: How the 2006 Tax Law Changes Affect You. The new guide offers the best tax and savings strategies for individuals, families and business owners in light of recent tax law changes. It also serves as a comprehensive reference for overall financial planning: maximizing tax deductions, planning for retirement, saving for college, minimizing the Alternative Minimum Tax, (AMT) and estate planning. The Guide to Tax and Financial Planning has been published annually by PricewaterhouseCoopers for the past 10 years.

The new Pension Protection Act of 2006 expanded several tax breaks for company-sponsored retirement plans and individual retirement accounts, adding to the already confusing tax landscape. The 2007 Guide, written by tax professionals at PricewaterhouseCoopers, provides practical advice and tips on maximizing the recent tax changes and identifies the major areas of the tax law that have been, or will be, changed, including tax rate changes, new deductions and credits, and often overlooked ways to save tax dollars.

"With so many provisions and restrictions changing from year to year, it is increasingly difficult for individuals and business owners alike to keep up with the changes in the tax law," said Mark Nash, personal financial services partner with PricewaterhouseCoopers Private Company Services. "PwC wrote the Guide to Tax and Financial Planning, 2007 to help educate taxpayers on new changes in the tax law, and to help them realize the opportunities these changes offer in terms of new tax-saving advantages and strategies."

The new Pension Protection Act also includes several changes to the tax law related to the donation of appreciated tangible personal property such as art or other collectibles. Readers of the Guide to Tax and Financial Planning, 2007 also will gain valuable insights on how to structure and document charitable contributions to ensure all possible deductions are captured.

"Changes in the tax law affect nearly all Americans, sometimes providing significant deduction opportunities," says Nash. "While our 2007 Tax Guide is a good place to start for advice on your 2006 returns, PwC has always recommended speaking with a qualified adviser to plan tax strategies for the future, based on today's changes."

PricewaterhouseCoopers' Private Company Services (PCS) is an integrated team of audit, tax and advisory professionals who focus on the unique needs of private companies and their owners. Within the group, professionals concentrate on the needs of manufacturing, retail, wholesale and distribution, construction and food and beverage companies, as well as on the needs of law firms and other professional service organizations. PCS professionals are committed to delivering cost-effective, practical solutions and proactive services to their clients. For more information about PricewaterhouseCoopers' Private Company Services, visit www.pwc.com/pcs.

PricewaterhouseCoopers (www.pwc.com) provides industry-focused assurance, tax and advisory services to build public trust and enhance value for its clients and their stakeholders. More than 130,000 people in 148 countries work collaboratively using connected thinking to develop fresh perspectives and practical advice.

"PricewaterhouseCoopers" refers to the network of member firms of PricewaterhouseCoopers International Limited, each of which is a separate and independent legal entity.

About the Authors

Michael B. Kennedy, MBA, CPA, PFS is a Personal Financial Services Partner in PricewaterhouseCoopers' Private Company Services Practice and is also the Business Development Leader for the Firm's Philadelphia office.

Karl T. Weger, JD, CPA is a Personal Financial Services Partner in PricewaterhouseCoopers' Private Company Services Practice which provides comprehensive financial planning services to high-net-worth individuals, corporate executives, business owners, and entrepreneurs.

Mark T. Nash, CPA, CFP(r), PFS is a Personal Financial Services Partner in PricewaterhouseCoopers' Private Company Services Practice. Mark has nearly 20 years of individual, estate, and trust compliance and planning experience and works extensively with high-net-worth individuals and family groups, closely held businesses, and corporate executives.



            

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