Category Archives for "Tax Planning"

Jan 27

5 Questions to Ask as You Begin Your 2020 Tax Planning

While I often talk to people about how tax planning should be year-round, it obviously gets the most attention at the beginning of the year when tax preparation begins in earnest. Planning at the beginning of the year should be focused on the following; What are your retirement contributions plans?  Are you focused on 401(k), […]

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Nov 04

How to Make the Most of Year End Tax Planning

There should be three times per year when tax planning should be front and center of your overall wealth management plan; Beginning (January/February), middle (June/July), and the end of the year (November/December). Planning at the beginning of the year should be focused on the following; What are your retirement contributions plans?  Are you focused on […]

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Jan 16

Start Your 2018 Tax Planning Now

As anyone could imagine, the hottest topic in wealth planning right now is trying to decipher the impacts of the Tax Cuts and Jobs Act Of 2017.  I am currently working on a summary of the tax legislation which I will publish later this month.  But for now, I think that it is prudent to […]

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Nov 22

Options to Help Reduce Your 2016 Tax Base

As year-end approaches, I have been fielding many questions from my clients about what options they could take advantage of to shelter some of their income from taxes in 2016.  While time is running out with only 6 weeks left in the year, there are several straight forward approaches that could help save you money […]

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