Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. For 2024, the FSA contribution limit is $3,200.

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Harness Wealth

OCTOBER 8, 2024

Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs.

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Zoe Financial

FEBRUARY 14, 2023

Similarly, filing taxes includes many steps and details everyone needs to know about. However, once you get into the best practices, you can plan ahead and maximize your tools in preparation for every tax season. Tax planning can be overwhelming , but it doesn’t have to be. January 23 – Tax season began.

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Taxes Financial Advisor Tax Planning Planning 52

Cordant Wealth Partners

AUGUST 16, 2024

So, if you separate from the company near the end of the year, earning a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus.

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Harness Wealth

MARCH 11, 2024

Additionally, if the donation consists of appreciated securities or assets, the donor can avoid capital gains taxes that would otherwise arise from selling those assets. Qualified medical expenses and healthcare costs If you itemize deductions on your tax return, you can deduct unreimbursed medical and dental expenses that exceed 7.5%

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