Are you ready to take your expertise to the next level? Join us for our Tax Toolbox seminar in San Diego on September 9. What you'll learn: - 1031 Exchanges of Real Estate: Master the nuances of property exchanges. - Tax Stuff You Thought You Knew: Uncover overlooked details and hidden gems. - Stock Options: Navigate the complexities of employee stock options. - K-1/K-3: Simplify partnership and S-corporation tax reporting. Equip yourself with the tools and knowledge to confidently prepare and file your clients' tax returns. Reserve your spot today: https://lnkd.in/ecHMkmZc #Taxes #Tax #CPA #TaxLaw #SanDiego
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Our Tax Toolbox seminar is coming to San Jose on September 23. Join us for hands-on learning and expert guidance from our team of professionals. Gain the knowledge and tools you need to prepare and file tax returns confidently for your clients. Topics covered: - 1031 Exchanges of Real Estate - Tax Stuff You Thought You Knew - Stock Options - K-1/K-3 Reserve your spot today and take your tax preparation skills to the next level: https://lnkd.in/eXFEchas #TaxPreparation #TaxToolboxSeminar #ProfessionalDevelopment #TaxLaw #TaxProfessionals #SanJose
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Our Tax Toolbox seminar is coming to San Jose on September 23. Join us for hands-on learning and expert guidance from our team of professionals. Gain the knowledge and tools you need to prepare and file tax returns confidently for your clients. Topics covered: - 1031 Exchanges of Real Estate - Tax Stuff You Thought You Knew - Stock Options - K-1/K-3 Reserve your spot today at the link in the comments and take your tax preparation skills to the next level. #TaxPreparation #TaxToolboxSeminar #ProfessionalDevelopment #TaxLaw #TaxProfessionals #SanJose
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🕒 Only 24 hours left for our upcoming “EXOTIC” power session! Don't miss out—join Steven Jarvis, CPA, and Micah Shilanski, CFP®, for a game-changing power session. Just one click on the link below, and you'll be gearing up for tomorrow's event. Get ready to debunk tax myths, unravel exotic strategies, and gain actionable insights tailored to your client's needs. Boring might not be great content for TikTok but it can save your clients a ton on taxes. 📌https://zurl.co/8RVK See you there! #TaxPlanning #FinancialAdvisors #Taxes #CPA #CFP
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As the end of the year is quickly approaching, there may be some tax and planning strategies to consider. This article goes through some of the timelines and deadlines to be mindful of. https://shorturl.at/1ecBs If you have any questions or would like more information, please contact us at www.gvwealth.ca #financialplanning #tax #gvwealth
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One popular tax move people make at the end of the year is to convert a traditional IRA to a Roth IRA. It’s a popular strategy among investors with large pretax balances, particularly in lower-income years. But if you're thinking of making the move you should know that the conversion will come with a tax bill. In the comments is an overview of the process as well as suggestions on the best ways to cover what you'll owe to the IRS. #taxes #IRS #rothconversions #taxattorney #RJSLAWFirm
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Still haven't penciled in your tax strategy session? Don't let the deadline sneak up on you! Our expert team at Kingdom Financial Solutions is here to turn your tax headaches into peace of mind. Let's navigate the maze of tax season together and uncover opportunities to maximize your savings. Contact us today to schedule your consultation! #TaxSeason #SmallBusinessOwners #MaximizeSavings #taxes #ctbusiness #kingdomfinancialsolutions #KFS #cttaxes
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Tax season doesn’t have to be a scramble. Too often, real estate investors find themselves stressed and unprepared, scrambling to gather receipts or decipher deductions. Year-round tax preparation ensures you’re not only organized but also maximizing deductions and avoiding penalties. With a CPA by your side, you can approach tax season confidently, knowing every angle is covered. Don’t let taxes be an afterthought! Let’s create a proactive plan that saves you time and money! #realestateinvestor #realestate #taxstrategy #cpa #cpafirm #reaccounting #taxes
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Ready to level up your business? Discover the ✅ advantages of an S-Corp structure with Josh Bennett, CFP®, EA. Maximize tax benefits and shield your business from liabilities. Schedule your personalized tax strategy call 📞now: https://lnkd.in/evin6XDb #vinceretax #joshbennett #taxfirm #taxservices #scorp #businesstaxes #businessplanning #taxes #taxtips #irs #smallbusiness #taxstructure
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Understanding Phantom Income (and its scary tax implications!) You'd think any kind of income would be good, but phantom income, and the taxes that come with it, can take a lot of investors by surprise! Shane Stevenson with Winston & Companies and Erin Kennedy want to make sure you know how to avoid it and talk through some smart tax strategies. If you'd like to work with an advisor who focuses on advanced tax planning, please reach out to Shane by calling 602-456-1928 or visit https://lnkd.in/gPjV95qG #WealthManagement #FinancialAdvisor #TaxStrategies #Taxes #PhantomIncome
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Tax Season Doesn't Have to Be Stressful! Are you ready for tax season, or does the thought of it keep you up at night? The key to a stress-free tax season is early planning. At Aligned Wealth Advisors, we specialize in helping individuals and businesses maximize deductions, reduce liabilities, and simplify the filing process. Don’t wait until the last minute—reach out today for a consultation and let us help you take control of your taxes: https://lnkd.in/gwg57mV7 #taxseason #alignedwealthadvisors #financialplanning #taxtips #taxes #wealthmanagement #moneymanagement #financialadvisor
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