Helping manage your tax liability for the coming year may be as simple as planning ahead. Get the jump on your next tax year with these helpful tips, strategies and considerations. Read our Insights to learn more. http://spr.ly/6041sJvAL
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Are you a small business owner looking to optimize your tax savings? Join us for an informative Lunch and Learn on Tax Diversification Strategies. Our expert speakers will share practical tips and tricks to help you reduce your tax liability and increase your bottom line today and in the future. Register here: https://lnkd.in/gq48vCjB #WeAreEGBI #BusinessTips
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Are you a small business owner looking to optimize your tax savings? Join us for an informative Lunch and Learn on Tax Diversification Strategies. Our expert speakers will share practical tips and tricks to help you reduce your tax liability and increase your bottom line today and in the future. Register here: https://lnkd.in/gq48vCjB #WeAreEGBI #BusinessTips
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Are you a small business owner looking to optimize your tax savings? Join us for an informative Lunch and Learn on Tax Diversification Strategies. Our expert speakers will share practical tips and tricks to help you reduce your tax liability and increase your bottom line today and in the future. Register here: https://lnkd.in/gq48vCjB #WeAreEGBI #BusinessTips
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Merrill Financial Advisor | Board Member | NKY Advocate | LNK President | Family Focused
Happy Tax Day! Shoutout to all my CPA friends and contacts who work tirelessly to make Tax Day a little less daunting for everyone! Go ahead and EXHALE! While taxes are on your mind, check out the article below that lays out 8 strategies small business owners can be thinking about to potentially lower their tax liability this year and beyond!
Read all 8 tax strategies
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It’s vital to discuss tax planning strategy for 2025 and beyond, before the year ends.Schedule time with your tax professional to review progress toward your goals and minimize your tax liability. https://lnkd.in/gCZ5Kqr #TaxPlanningStrategy #FinancialHealth #MinimizeTaxBurden #NFEC
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Tax planning can often be overwhelming. Utilizing the right strategies can diminish headaches, save you and your organization time and money, and minimize your tax liability. Join us on August 20 for helpful tips and key considerations for tax planning. https://bit.ly/3LEdZJi #TaxPlanning #TaxStrategies
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Taking proactive steps now could help reduce your tax liability for 2024 and 2025. Read more about year-end tax planning moves at: bit.ly/3Y9iEZl.
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Small business owners, don’t let taxes take more than they should! 🎉 As the New Year is here, smart tax planning can help you save money and keep more in your pocket. 💰 Let’s maximize your deductions and reduce your tax liability—book your free consultation today and start the year strong! 💼 #taxplanning #smallbusiness #taxsavings #maximizedeductions #taxhelp #businesstips #financegoals #savemoney #taxseason #moneymatters #smartbusiness #consultation #newyear #2025goals
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Strategic Business Structure: Your Invisible Tax Shield 🛡️💼 Tax Planning Masterclass: Your business structure dramatically impacts your tax liability! Structure Comparison: Sole Proprietorship: Highest personal tax risk LLC: Liability protection, flexible taxation S-Corporation: Potential self-employment tax savings C-Corporation: Different tax strategies for growth Pro Tip: Consult a tax professional annually. Your optimal structure changes as your business evolves! #businessconsulting #taxplanning
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3mo2024YEAR-END TAX PLANS STRATEGY CONSIDER,*WHEN SHOULD BE START TAX PLANS?financial plans,change calendar.*DEDUCTION TAKE BEFORE NEW-YEAR.1,UNDERSTAND&MANAGE DEDUCTION tax cute&jobs acts.2017..2, CONSOLIDATE CHARITABLE& CONTRIBUTE AGI.donor advise funds.3,CONSIDER BOTH& CONVERSION difference roth IRA&tradeIRA.contribute. utilities roth conversion pay tax under59½.4,HARVEST CAPITAL LOSS OFFSET CAPITAL GAINS.end2024 deducte lose.$3000&$1,500.beware wash sale rule.5,MAX OUT TAX_DEDUCTIBLE&TAX DEFERED ACCOUNT.IRA&HAS Contribute 401k program $23,500$7,500.$30.6,WAIT PURCHASE mutual funds. Purchase intermediate funds.7,DEFER INCOME NEXT-YEAR.(SERP).8,REVIEW RETIREMENT DISTRIBUTE REQUIRE.IRAs&401k, distributeRMD.9,CONSIDER QUALIFIED CHARITABLE distribute QCD&RMD. 10,CONSIDER LIFE INSURE TAX IMPLICATIONS in-force ledger.11, EDUCATION PLAN 529-plan save college k-12.*OTHER END-YEAR TAX CONSIDER gift family members year's end.$18,000FGT grow$36,000&$18,000spouse._ pay state&local TAXES EARLY.*standard &item& bunch items medical&dental.. expenses $10 AGI.** Spend remain FSA funds save money. TAX CREDIT.1xchild tax2education tax3earn"electric"energy.HIGH EARN REDUCE TAX?HSA"IRA&401k.*MEET TAX ADVISE DISCUSS SPECIFIC TAX STRATEGY !Zhrlmr742.