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Nov 16, 2023 ˇ Start the planning process early ˇ Establish residency in a lower-tax state ˇ Qualified small business stock (QSBS) ˇ Charitable planning with donor-advised funds ...
May 22, 2024 ˇ Tax optimization strategies, on the other hand, are more focused on asset location, tax-loss harvesting, tax-efficient investment selection, tax-deferred ...
Feb 27, 2024 ˇ 3 keys to help reduce taxes ˇ 1. Reduce taxable income ˇ 2. Maximize potential deductions ˇ 3. Layer on tax-smart investing strategies.
Jun 24, 2024 ˇ Many tax firms are shifting strategies by emphasizing efficiency, talent, and client services to promote their own sustainable growth.
Oct 18, 2024 ˇ 1. Develop a base case ˇ 2. Consider these tax-smart strategies ˇ 3. Optimize compensation and benefits ˇ 4. Make tax-wise gifts to your children ˇ 5. Get ...
Oct 4, 2024 ˇ Developing a tax strategy focuses on a combination of areas, including business structure and taxes, deductions and credits, tax deferrals accounts, and estate ...
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Dec 15, 2023 ˇ Our tax services include catching up on tax returns from past years that haven't been filed yet for both individuals and businesses Please call us at 604 558 ...
Jan 19, 2024 ˇ Having a well-thought-out investment strategy that meets your financial goals and considers taxes is paramount to your overall financial plan.
Jan 28, 2024 ˇ Tax Checklist 2023. Here is a brief checklist to help you provide a full set of documents for our review to prepare your tax return.
Mar 4, 2024 ˇ As a tax reporter for CNBC and a certified financial planner, I focus on tax strategy all year, including how certain moves may affect long-term plans.