Marco Faccone, CPA,CA® CFP® TEP®’s Post

Are you prepared to maximize your tax savings before the year ends? As 2024 wraps up, now is the time to implement smart tax strategies that protect your wealth and set you up for financial success in the new year. Marco Faccone at MGF Advisory specializes in fee-based financial planning and investment management, helping you optimize your investments, maximize deductions, and minimize tax liabilities. With over 25 years of expertise, Marco provides personalized, tax-efficient investment strategies tailored to your goals. Don’t leave money on the table. From tax-loss harvesting to RRSP contributions and charitable giving, Marco ensures your financial plan is tax-optimized and aligned with your future aspirations. Contact Marco at 604.789.3888 or marco@mgfadvisory.ca today to create a year-end tax plan that works for you. Secure your financial future before the deadline! #YearEndTaxPlanning #TaxStrategies #FeeBasedAdvice #WealthManagement #InvestmentStrategy #RetirementPlanning #TaxEfficiency #SmartInvesting #FinancialPlanning #WealthBuilding #VancouverAdvisor #TransparentAdvice #FinancialSecurity #IncomeProtection #LongTermWealth #RiskManagement #ComprehensivePlanning #WealthProtection #FinancialConsultant #InvestmentAdvisor #FinancialFreedom #TaxPlanning #MarcoFaccone #FinancialSuccess #SecureFuture #TaxSavingTips #InvestmentManagement

As we approach the end of the year, it's the perfect time to reassess your financial strategies—and tax planning should be at the top of your list. 💸 In our latest episode, we're diving into THREE essential strategies to help you minimize taxes and maximize your wealth: 🔹 QCDs (Qualified Charitable Distributions) 🔹 Tax Loss Harvesting 🔹 Gifting Appreciated Stock Watch now: https://lnkd.in/e5cfJGtw #TaxPlanning #FinancialStrategies #2024Goals #WealthManagement #TaxEfficiency #YearEndPlanning

As we approach the end of the year, it's the perfect time to reassess your financial strategies—and tax planning should be at the top of your list. 💸 In our latest episode, we're diving into THREE essential strategies to help you minimize taxes and maximize your wealth: 🔹 QCDs (Qualified Charitable Distributions) 🔹 Tax Loss Harvesting 🔹 Gifting Appreciated Stock Watch now: https://lnkd.in/ePGuGSsn #TaxPlanning #FinancialStrategies #2024Goals #WealthManagement #TaxEfficiency #YearEndPlanning

Make an effort now to find ways to reduce your potential 2024 tax liability before the end of the year. Zeller Kern Wealth Advisors can help you make that happen by addressing several areas, including tax loss harvesting, income forecasting, charitable donation planning, tax-smart investing, Roth IRA conversion planning, stock option exercise planning, business deductions, and more. askus@zellerkern.com . #tax planning, #reduce your taxes

As 2024 wraps up, here are 7 essential year-end financial strategies to consider: 1️⃣ Max out your retirement accounts to lower your taxable income. 2️⃣ Donate to charities—cash, stock, or items—to reduce tax liabilities. 3️⃣ Take your RMDs or explore Qualified Charitable Distributions. 4️⃣ Convert a traditional IRA to a Roth for future tax-free growth. 5️⃣ Utilize Health Savings Accounts for triple-tax savings. 6️⃣ Contribute to a 529 plan for potential state tax deductions. 7️⃣ Deduct losses through tax-loss harvesting. Planning ahead now can set the stage for financial success in 2025 and beyond. Barnett Financial & Tax is here to guide you. 📞 (800) 425-7044 | 📧 myteam@bftwealth.com https://lnkd.in/eD2SYe8e

As 2024 wraps up, here are 7 essential year-end financial strategies to consider: 1️⃣ Max out your retirement accounts to lower your taxable income. 2️⃣ Donate to charities—cash, stock, or items—to reduce tax liabilities. 3️⃣ Take your RMDs or explore Qualified Charitable Distributions. 4️⃣ Convert a traditional IRA to a Roth for future tax-free growth. 5️⃣ Utilize Health Savings Accounts for triple-tax savings. 6️⃣ Contribute to a 529 plan for potential state tax deductions. 7️⃣ Deduct losses through tax-loss harvesting. Planning ahead now can set the stage for financial success in 2025 and beyond. Barnett Financial & Tax is here to guide you. 📞 (800) 425-7044 | 📧 myteam@bftwealth.com https://lnkd.in/eCWKSbnK

As a financial advisor and CPA, we protect both sides of your financial house! It's October, which means we're in the final quarter of the tax year! Now is the perfect time to review your finances and make strategic moves before year-end. Here are some key areas to focus on: 1. Max out retirement contributions  2. Harvest tax losses to offset gains 3. Make charitable donations 4. Review estimated tax payments 5. Plan major purchases or sales Taking action now can help optimize your tax situation come April. Schedule a review with our Financial & Tax Advisors to identify opportunities specific to you. Remember, a little planning goes a long way when it comes to taxes! #TaxTipTuesday #ChesapeakeFinancialAdvisors #InvestmentManagement #TaxPreparation #FinancialPlanning #RothIRA #RothConversion #401kManagement #WealthManagement #StressFreeFinances #TrustedAdvisors #FinancialExpertise #FinancialAdvisors #OneAdvisorTwiceTheAdvice #TaxTips #TaxPrep

Year-End Financial Planning Checklist As the year winds down, it’s the perfect time to review your finances and prepare for the year ahead: ✔️ Max Out Contributions: Make the most of your 401(k), IRA, or HSA contributions before the deadline. ✔️ Harvest Tax Losses: Offset gains by selling investments that have lost value. ✔️ Review Charitable Giving: Align your donations with your goals—and qualify for tax benefits. ✔️ Plan for Next Year: Update your budget, adjust for any life changes, and set fresh financial goals. ✔️ Check Beneficiaries: Review and update beneficiaries on your accounts. 📲 Need help with year-end planning? Contact us to discuss your financial goals: https://lnkd.in/geqepVcV

Dr. Jackie Meyer, CPA, CCTA, founder and president of TaxPlanIQ, outlines top year-end tax planning strategies in her latest feature for CPA Practice Advisor. From tax-loss harvesting to charitable bunching and Roth IRA conversions, these strategies can help you prepare your clients for financial success in 2025. Now is the time to turn complex challenges into actionable opportunities. Read the full article here: https://hubs.ly/Q030K72v0 #TaxPlanning #YearEndStrategies #CPA #TaxProfessionals

Year-End Financial Planning Checklist As the year winds down, it’s the perfect time to review your finances and prepare for the year ahead: ✔️ Max Out Contributions: Make the most of your 401(k), IRA, or HSA contributions before the deadline. ✔️ Harvest Tax Losses: Offset gains by selling investments that have lost value. ✔️ Review Charitable Giving: Align your donations with your goals—and qualify for tax benefits. ✔️ Plan for Next Year: Update your budget, adjust for any life changes, and set fresh financial goals. ✔️ Check Beneficiaries: Review and update beneficiaries on your accounts. 📲 Need help with year-end planning? Contact us to discuss your financial goals: https://lnkd.in/gqVGVNpm