Ted Jenkin, CFP®, AAMS®, AWMA®, CRPC®, CMFC®, CRPS® Co-CEO and Founder oXYGen Financial, Inc.
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- Miscellaneous Deductions On Your Itemized Deduction Form (investment and tax expenses, unreimbursed employee expenses, etc.)
- Business Owner Deductions (especially if you file a schedule C or have a single member LLC)
- State Sales Taxes (especially for individuals that live in states with no income tax)
- Non-Cash Charitable Contributions (do you really know what that bag of stuff is worth?)
- Teacher Expenses (I’ve hardly ever met a teacher who didn’t buy some supplies out of pocket)
- Points (on new mortgages and on refinancing)
- Mileage (charitable, medical, business, and moving)
- Private Loans (if you have documented and if they haven’t paid back)
- Student Loan Interest (often missed after someone graduates college)
- Including Reinvested Dividends To Your Cost Basis On The Sale Of A Mutual Fund (people often don’t include because they don’t understand)
Go to www.oxygenfinancial.net to request a consultation to figure out how build a tax management strategy that is right for you in 2010.
oXYGen Financial, Inc. co-CEO Ted Jenkin is one of the foremost knowledgeable professionals in giving financial advice to the X and Y Generation.
TED JENKIN IS SECURITIES LICENSED THROUGH INVESTACORP, INC. A REGISTERED BROKER/DEALER MEMBER FINRA, SIPC. ADVISORY SERVICES OFFERED THROUGH INVESTACORP ADVISORY SERVICES, INC. A SEC REGISTERED INVESTMENT ADVISORY FIRM. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.
