Tax Planning
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Consult a tax professional before major financial moves09/05/2025 -
Be strategic with early withdrawals from retirement accounts08/27/2025 -
Identify income streams that qualify for lower capital gains tax08/25/2025 -
Balance pre-tax and post-tax contributions in retirement08/23/2025 -
Understand depreciation recapture rules for investment property08/21/2025 -
Prepare for taxes when selling a small business08/16/2025 -
Reduce self-employment tax with entity structuring08/11/2025 -
Reinvest dividends mindfully in taxable accounts08/07/2025 -
Avoid triggering IRS audits with overaggressive write-offs08/03/2025 -
Revisit your filing status after major life events07/31/2025 -
Know how RSUs and bonuses impact your taxable income07/28/2025 -
Track capital improvements for property tax basis07/24/2025 -
Factor in taxes when selling real estate07/21/2025 -
Choose the right type of retirement account for your situation07/17/2025 -
Be aware of IRS deadlines for contribution limits07/14/2025 -
Separate short-term and long-term gains in reporting07/11/2025 -
Tax-loss harvesting works better with volatile assets07/09/2025 -
Understand AMT triggers and how to avoid them07/04/2025 -
Structure your estate to minimize inheritance tax07/01/2025 -
Identify which deductions phase out at higher incomes06/27/2025 -
Review your tax-loss carryforwards annually06/20/2025
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