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Tax Planning

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Goals of Tax Planning

Financial Symmetry

OCTOBER 21, 2024

When thinking about preparing tax returns each year, many taxpayers have a binary view about the outcome that looks something like this: Owe Tax: BAD Receive Refund: GOOD While this may be the case if you are living paycheck-to-paycheck and … Continued The post Goals of Tax Planning appeared first on Financial Symmetry, Inc.

Tax Planning Taxes Planning

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Year-end Tax Planning Webinar

Tobias Financial

OCTOBER 22, 2024

Join us on Thursday, November 14th at 12:30 PM Eastern for our Year-end Tax Planning Webinar. When : Thursday, November 14th at 12:30 PM Eastern Registration : Click here to register. Cost : Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar.

Tax Planning Taxes Planning

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Webinars

Back to Basics with Reconciliations

Less Stress, More Success: Accounting Best Practices & Processes for 2025

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Trending Sources

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Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance

Nerd's Eye View

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong.

Tax Planning Compliance Taxes Financial Advisor

Webinars

Back to Basics with Reconciliations

Less Stress, More Success: Accounting Best Practices & Processes for 2025

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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Live from Heckerling: 2023 Estate and Tax Planning Developments

Wealth Management

JANUARY 8, 2024

What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.

Tax Planning Taxes Planning Estate Planning

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Year-End Tax Planning Tips

Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. You can access the webinar recording here.

Tax Planning Taxes Planning Distribution

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Tax Planning Considerations for Financial Advisors

eMoney Advisor

APRIL 11, 2023

Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Start with Document Sharing The first step is to ask your clients to share their tax documents with you.

Tax Planning Financial Advisor Taxes Planning

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Tax Planning

Carson Wealth

MARCH 19, 2024

By this I mean, I want them to have a bucket of money that they can access tax-free, I also plan for them to have a bucket of money taxed at capital gains rates, lastly, I want them to have a bucket of money that they can access at income tax rates.

Tax Planning Taxes Planning Wealth Advisor

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

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. This is a product of Harness Tax LLC.

Tax Planning Taxes Planning Estate Planning

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3 Strikes to Avoid When Tax Planning

Integrity Financial Planning

SEPTEMBER 19, 2022

So, make sure your Social Security and retirement account income plans are lined up so you can claim your maximum benefit with minimal taxation. Don’t just wait until tax season to figure out your tax plan. Taxes affect your whole retirement so factor them into your wealth preservation and income plan too.

Tax Planning Taxes Planning Wealth Accumulation

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Tax Planning for the Future

Integrity Financial Planning

AUGUST 3, 2022

Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you?

Tax Planning Taxes Planning Retirement Planning

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[cdata[ The Crucial Intersection of Personal Finance and Tax Planning ]]

oXYGen Financial

MARCH 24, 2024

Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation. Whether you're diligently managing income, tracking expenses, strategizing investments, planning for retirement, or considering estate. ]]

Tax Planning Wealth Accumulation Taxes Planning

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Strategic Tax Planning: Kickstart the Year With Direct Indexing

Advisor Perspectives

JANUARY 21, 2024

Initiate the year with direct indexing, encompassing tax planning, personalized investing strategies, rejuvenating sidelined cash, and navigating concentrated stock positions or financial windfalls.

Tax Planning Taxes Planning Investing

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Tax Planning for Executive Compensation

Carson Wealth

MAY 26, 2023

Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar : Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel , now available on-demand.

Executive Compensation

Executive Compensation Tax Planning Taxes Planning

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How Looming Tax Changes Should Influence Your Retirement Tax Planning

Covisum

AUGUST 5, 2022

The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities. As a result, some tax techniques are more effective now than in the past. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated.

Tax Planning Taxes Planning Retirement

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Tax Planning for the Start of a New Year

Carson Wealth

FEBRUARY 23, 2024

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich , Carson Group Manager & Sr.

Tax Planning Taxes Planning Management

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10 Tax Planning Opportunities You Don’t Want to Miss, Ep #204

Financial Symmetry

NOVEMBER 27, 2023

What if one of these ten tax tools could be the opportunity that you’ve been missing?

Tax Planning Taxes Planning

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The Power of Tax Planning with the XY Tax Solutions Tax Team

XY Planning Network

JULY 7, 2023

Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.

Tax Planning Taxes Planning CFP

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10 Tax Planning Opportunities You Don’t Want to Miss, Ep #178

Financial Symmetry

NOVEMBER 28, 2022

What if one of these ten tax tools could be the opportunity that you’ve been missing? If you are looking to increase your wealth over your lifetime you’ll want to ensure that you have the best tax planning strategies in … Continued.

Tax Planning Taxes Planning

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Tax Planning for Startup Founders and Employees

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. ISOs can only be issued to employees, and the company issuing the ISO cannot take a tax deduction.

Tax Planning Startup Taxes Planning

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The Power of Tax Planning with the XY Tax Solutions Tax Team

XY Planning Network

JULY 7, 2023

Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.

Tax Planning Taxes Planning CFP

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SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.

Tax Planning Taxes Planning Retirement Planning

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SECURE Act 2.0: Later RMDs, 529-to-Roth-Rollovers, And Other Tax Planning Opportunities

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.

Tax Planning Taxes Planning Retirement Planning

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Turning After-Tax Plan Contributions Into Tax-Free Retirement Income

Advisor Perspectives

NOVEMBER 12, 2024

Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.

Taxes

Taxes Tax Planning Retirement Planning

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Top clicks this week on Abnormal Returns

Abnormal Returns

SEPTEMBER 8, 2024

awealthofcommonsense.com) Early in retirement is the time to do some tax planning. Top clicks this week High yields come with risk. Don't let anyone tell you otherwise. wsj.com) Three reasons why the stock market declines. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That."

Tax Planning Valuation Retirement Taxes

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Tax Planning Strategies for Executive Compensation

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes.

Executive Compensation

Executive Compensation Tax Planning Taxes Planning

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Why Pre-Tax Retirement Contributions Are Better Than Roth In Peak Earning Years (Even If Tax Rates Increase)

Nerd's Eye View

SEPTEMBER 25, 2024

Because not only were very few households actually subject to the 1950s-era top tax rates (which were triggered at the equivalent of over $2 million of income in today's dollars), but the long decline in nominal tax rates has also come with the elimination of many loopholes and deductions that have resulted in more income being subject to tax.

Taxes

Taxes Retirement Tax Planning Accounting

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Income Tax Planning and 529 Plans

Zoe Financial

MAY 16, 2023

Income Tax Planning and 529 Plans Published May 16th, 2023 Reading Time: 6 minutes Written by: CAPTRUST Zoe Financial Services Partner Income Tax Planning and 529 Plans Published May 16th, 2023 Reading Time: 6 minutes Written by: CAPTRUST Zoe Financial Services Partner The income tax benefits offered by 529 plans make these plans attractive to parents (..)

Tax Planning Taxes Planning Education

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Tax Planning During Stock Market Volatility

Harness Wealth

MARCH 29, 2023

The post Tax Planning During Stock Market Volatility appeared first on Harness Wealth - Advice for Equity Owners. Emotions should not be the primary driver for decision-making during a volatile market, since unwary investors may hurt themselves in the long run.

Tax Planning Taxes Planning Marketing

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Personal, estate, and business tax planning strategies for 2023

Nationwide Financial

MARCH 6, 2023

You and your client’s tax advisor can work together to come up with an effective overall plan that addresses taxes and nontax goals. The post Personal, estate, and business tax planning strategies for 2023 appeared first on Nationwide Financial.

Tax Planning Taxes Planning Distribution

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Tax Planning for When Your Startup is Going Through an Acquisition

Harness Wealth

FEBRUARY 27, 2023

Traditional IPO: Valuation, Lockup Period, and Employee Equity Founders have more options for reducing the tax consequences of an acquisition Founders are generally in the best position to engage in tax planning and limit the taxable consequences associated with an acquisition.

Tax Planning Startup Taxes Planning

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Checklists for Year-End Tax Planning

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning.

Tax Planning Taxes Planning Retirement Planning

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7 Financial and Tax Planning Optimizations to Complete Before 2023

Harness Wealth

DECEMBER 8, 2022

There are three buckets of estate planning to consider: the estate planning everyone should do, which includes will creation, the estate planning for those that want to preserve assets for beneficiaries, and estate planning for strategic tax planning. at the federal level. Get started here.

Tax Planning Taxes Planning Estate Planning

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Adviser links: a unique experience

Abnormal Returns

NOVEMBER 18, 2024

justincastelli.io) Taxes Some speculation on what is next for the TCJA. kitces.com) Tax planning and wealth management go hand-in-hand. downtownjoshbrown.com) How tax deferment can backfire. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life.

Wealth Management

Wealth Management Wealth Advisor Tax Planning Taxes

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Adviser links: losing focus

Abnormal Returns

NOVEMBER 11, 2024

thinkadvisor.com) A year-end tax planning checklist. (advisorperspectives.com) A three-part approach to developing a 'statement of financial purpose.' kitces.com) What it means to be a great adviser to retired clients. kindnessfp.com) Why it's so easy to lose focus. advisorperspectives.com)

Wealth Management

Wealth Management Estate Planning Tax Planning Financial Advisor

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How to Best Integrate Tax Planning Into Your Financial Planning Process

Wealth Management

OCTOBER 15, 2024

Thursday, November 14, 2024 | 2:00 PM ET

Tax Planning Financial Planning Planning Taxes

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Chalk Talk – Tax Planning: Things to work on before year-end

MainStreet Financial Planning

MAY 31, 2022

Tax Planning: Things to work on before year-end. Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes! Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes!

Tax Planning Taxes Planning Financial Planner

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Adviser links: needless waste

Abnormal Returns

JULY 8, 2024

thinkadvisor.com) How to do tax planning right. (blairbellecurve.com) Advisers need to consider their clients when contemplating selling their firm. citywire.com) How turning wealth into annuitized income in retirement boosts spending. kitces.com) Don't be this guy. When direct mail advertising backfires.

Financial Planner

Financial Planner Wealth Management Advertising Tax Planning

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Presidential Terms, Recessions & Bear Markets

A Wealth of Common Sense

NOVEMBER 7, 2024

Bill Artzerounian joined me on this show this week to talk about the election’s impact on your taxes, the downsides of early retirement, tax planning for retirement and when to fill up your Roth buckets for retirement savings.

Tax Planning Marketing Marketing Retirement

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Personal finance links: a worthy goal

Abnormal Returns

NOVEMBER 6, 2024

podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. (morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller.

Estate Planning

Estate Planning Tax Planning Retirement Taxes

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Personal finance links: an essential skill

Abnormal Returns

SEPTEMBER 4, 2024

morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning. (morningstar.com) Sam Dogen talks in ins and outs of early retirement with Khe Hy. sites.libsyn.com) Retirement Why spending decisions in retirement are challenging.

Estate Planning

Estate Planning Retirement Tax Planning Planning

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Tackling Tax Fraud with Real-Time IRS Integration

Wealth Management

NOVEMBER 14, 2024

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.

Taxes

Taxes Tax Planning Planning Investing

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Maximize Your 2023 Charitable Tax Plan

Wealth Management

MARCH 23, 2023

Make the most of available charitable tax deductions.

Tax Planning Taxes Planning

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Part 1: The Tools of the Tax-Planning Trade

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

Tax Planning Taxes Planning Healthcare

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Part 1: The Tools of the Tax-Planning Trade

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

Tax Planning Taxes Planning Healthcare