Sentences with phrase «about tax planning strategies»

It never hurts to talk about tax planning strategies with your tax preparer or CPA to lower your taxable income the next time you file.
If... [Read more...] about Tax Planning Strategies and How to Avoid Overpaying
I can't perform a miracle and make taxes sexy and exciting, but I can tell you about a tax planning strategy called «bunching deductions» that may be able to significantly lower your tax liability.

Not exact matches

The time to think about tax season isn't at the first of the year — it's all year long, and these five strategies can help any small business plan for a simpler tax season with fewer headaches.
«Planning before year - end will provide valuable insight about current tax savings strategies for your business while estimating future retirement benefits for both you and the employees.
At Canadian Business, we were curious about the tax - planning strategies of our domestic firms and decided to take a look.
Presented in French by: Martin Noel, Montreal Exchange Instructor and Monetis Financial Corporation President In this webinar, sponsored by National Bank Direct Brokerage (NBDB) and presented in French by Martin Noel of Montreal Exchange and Monetis Financial Corporation, attendees will learn about option strategies that are eligible in registered retirement savings plans (RRSPs) and tax - free savings accounts (TFSAs).
In your case, Nathan, your question about a Dividend Reinvestment Plan or DRIP is a good one, but as a tax reduction strategy, it is not.
About Blog Affinity Asset Management is a full service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning.
(Read Strategies to Reduce Taxes on Social Security and Plan to Pay Taxes on Social Security to learn more about how benefits are taxed.)
This in - depth knowledge about the tactics and products available, including tax - sensitive strategies, enables our associates to create a plan that suits the individual needs of your family and other beneficiaries.
As a general practice, I'd say that when you're 10 to 15 years away from retirement, it's time to meet with a CPA to chat about specific tax - planning strategies.
With this investment strategy analyzer, you won't have to believe everything you read; nor take anyone's word about things like: ETFs are the most efficient and inexpensive way to invest, there's no sales charges on mutual fund B - shares if you don't sell them, Roth IRAs are better than traditional IRA / 401 (k) s, or the tax benefits of 529 plans, whole life (VUL), or any kind of annuity will make up for the huge costs; lack of liquidity / choices / control, etc..
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About Blog A personal finance site focused on retirement planning, college savings, investing, tax strategies, financial goals, credit and budgeting.
About Blog Affinity Asset Management is a full service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning.
About Blog Affinity Asset Management is a full service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning.
About Blog A personal finance site focused on retirement planning, college savings, investing, tax strategies, financial goals, credit and budgeting.
United Kingdom About Blog You'll receive up to 2 - hours of free fact - finding and advice, including a detailed post initial meeting report that looks at the principles and mechanics of tax mitigation, investment and personal property ownership strategies, running a property business, and your personal estate and business succession planning needs.
About Blog Affinity Asset Management is a full service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning.
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