2026, Clients and Compensation Planning - Financial Advisor Source

Personal, estate, and business tax planning strategies for 2023

Nationwide Financial

MARCH 6, 2023

One strategy is to accumulate deductions that a client would normally take over 2 years into a single year. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Don’t forget about the net investment income tax (NIIT), which is an additional 3.8%

Tax Planning

Tax Planning Taxes Planning Distribution

Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

AUGUST 16, 2024

If you are eligible for Retirement and are over 60, or if you meet the Rule of 75, you should also consider the award dates when planning retirement as working until the vesting dates still, in most cases, get you an extra year of vesting. If instead, you worked through the 15 th , the “year after retirement” would be 2026.

Planning

Planning Retirement Taxes Accounting

Financial Advisor Source

Personal, estate, and business tax planning strategies for 2023

Intel Severance Package: Your Complete Guide & Action Plan

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