Tax Planning
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Review your tax-loss carryforwards annually06/20/2025 -
Don’t ignore state-level tax implications in planning06/15/2025 -
Use qualified charitable distributions after age 70½06/12/2025 -
Make tax planning a monthly habit, not a last-minute scramble06/09/2025 -
Understand the gift tax limits before transferring wealth06/05/2025 -
Leverage 529 plans for future education funding06/03/2025 -
Track business expenses in real time to maximize deductions05/30/2025 -
Defer bonuses or income when possible to lower brackets05/28/2025 -
Use tax-advantaged accounts for healthcare expenses05/26/2025 -
Avoid surprise taxes from mutual fund distributions05/21/2025 -
Plan for estimated quarterly taxes if self-employed05/18/2025 -
Review your withholding settings every new tax year05/15/2025 -
Separate investment accounts by tax treatment05/13/2025 -
Time charitable donations for optimal tax impact05/08/2025 -
Know the difference between tax deferral and tax elimination05/04/2025 -
Bundle deductions for greater itemizing potential04/29/2025 -
Use a Roth conversion ladder to spread tax liability04/24/2025 -
Understand how capital gains are calculated04/22/2025 -
Harvest losses strategically before year-end04/17/2025 -
Reduce your taxable income using retirement contributions04/15/2025
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