재정설계 서비스는 Tax Deductible인가요?

2023-11-02

TCJA로 2025년까지 개인세금에서는 공제대상에서 제외 사업체 재정자문에 해당되는 비용은 사업자 지출항목으로 가능 몇년 이상 세금보고를 한 경력이 있다면 언제부턴가 Itemized Deduction을 물어보는 항목에서 tax preparation fee가 사라진 것을 기억하실 수도 있습니다. 그 바로 밑에는 Other expenses — investment, safe deposit box, etc.라는 항목도 있었는데, 이 investment관련 비용에서 투자관리/투자자문 비용이 예전에는 소득에서 공제가 가능했습니다. 여기에 회계비용이나 변호사 비용도 포함가능했구요. 그런데 2017년에 Tax Cuts and Jobs Act (TCJA)가 입법화되면서 2025년까지 이 항목들이 사라졌습니다. 대체적으로 소득세 bracket도 줄어들고 standard deduction금액도 늘어나서 크게 이슈가

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