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Major Life Events And Taxes


To properly plan and prepare your income taxes for maximum tax savings, it is important to be aware that any number of major events will have an impact on income tax situation.

The major life events include:



Birth of a Child


Major Illness

Changing jobs or careers

Starting a business

Going to college

Reciept of a gift or inheritance

Winning the lottery

Working overseas

Becoming a part owner of a business

Buying or selling a personal residence/home

Becoming a landlord 


Becoming disabled

A Lawsuit

A Natural Disaster

Becoming a victim of identity theft

Being named as a beneficiary

Each of these events can impact your taxes in different ways, depending on your specific tax situation and circumstances.

Given how often the tax laws change, it is important to keep current and take a proactive approach to planning and preparing your income taxes.

CALL NOW 561-746-1926 or 561-339-8102 if you have any questions or concerns or would like to schedule a FREE, Confidential, No-Obligation Tax-Saving Consultation.