Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Nationwide Financial

MARCH 6, 2023

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. In 2026, the current larger exemption will be reduced from $12,920,000 in 2023 to about $6 million per person ($5 million per person adjusted for inflation). Also consider the capital gains rates brackets.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

MarketWatch

JUNE 14, 2023

IMAX said Wednesday it extended its stock repurchase program for years, as the movie experiences company said it pushed back the program’s expiration to June 30, 2026 from June 30, 2023. The company said its buyback program doesn’t include shares repurchased in connection with share-based compensation plans. million remaining.

Compensation Planning 40

Compensation Planning Planning Marketing Marketing 40

Cordant Wealth Partners

AUGUST 16, 2024

Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. Tax planning for a transition out of Intel is critical. If instead, you worked through the 15 th , the “year after retirement” would be 2026.

Planning 52

Planning Retirement Taxes Accounting 52