Sentences with phrase «recommend tax strategies»

• Effectively able to recommend tax strategies by performing well - placed research on federal, local, and state tax issues.

Offering exceptional skills in recommending tax strategies that align with business goals, and identifying tax savings.

Not exact matches

I often recommend leaving IRAs and other tax - advantaged accounts to grandchildren, as it allows for the possibility of decades of tax - deferred and potentially tax - free distributions, which can be an extremely powerful estate transfer strategy.

This strategy would be recommended for investors who (1) Have adequate savings relative to spending needs (2) Have a high marginal tax rate and (3) Have sources of low - tax distributions with which to smooth income.

If you're going to pay no tax you need to be tax free jurisdiction... So what general strategy would you recommend for dating sites that do business in the USA?

Although I don't recommend market - timing and individual security selection as a long - term investment strategy, at least the costs of doing so are less due to your low tax rates.

We recommend that you review this strategy with a qualified tax advisor to weigh the tax benefits and ensure everything is reported properly.

Contact us today to discuss your financial needs and we can recommend strategies for minimizing taxes, accounting for long term care and efficiently passing wealth to your beneficiaries.

After careful study, your LPL Financial Consultant will produce and review with you a detailed, customized report with recommended strategies for asset allocation, insurance coverage and tax reduction — your personal roadmap toward financial security.

Rules for ISOs under both regular income tax and alternative minimum tax; a review of strategies, both good and bad, often recommended for this type of option.

We help you protect your wealth by recommending tax - efficient strategies designed specifically for your personal tax obligations.

Another of his functions at Pure is directing the tax planning department to recommend and implement integrated tax planning strategies to reduce current and future income taxes.

However, it's recommended that you run the numbers and consider your particular situation before implementing a specific tax strategy, because owing less tax means earning less income.

Financial Specialists can work with a client in order to file annual fiscal returns or to recommend various tax - saving strategies.

The main responsibility of a tax analyst is to implement and recommend innovative tax saving strategies.

From preparing returns and reconciling accounts to conducting research and recommending optimal tax and financial strategies, I excel in providing comprehensive oversight of tax accounting operations.

• Familiar with recommending core tax strategies, ensuring that they align with the company's business goals.

Professional Experience CMG Worldwide Inc. (City, ST) 5/2008 — Present Finance Manager • Oversaw finances of intellectual property law firm generating $ 6 - $ 12 million in annual revenue • Hired, trained, supervised, and reviewed junior accounting associates and support staff • Authored and implemented corporate and departmental budgets • Analyzed expenses and recommended strategies to cut costs while increasing efficiency • Tracked and managed expenditures of approximately $ 100,000 per week • Verified accuracy of all expenses and revenues ensuring precise financial records • Prepared income statements, balance sheets, and monthly, quarterly, and yearly financial reports • Assisted senior leadership and outside personnel with the annual corporate audit • Operated and maintained the computerized accounting system and all hard files • Monitored and documented employee expense accounts, credit cards, and purchase orders • Managed general ledger and various credit, checking, stock, and other corporate accounts • Created monthly clientele reports detailing expenses and revenues from each account • Proficient in Microsoft Money, Quicken, QuickBooks, Tax Cut, Turbo Tax, and other software

Among the recommended strategies are increasing the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC) to increase employment and make work pay for adults with children.

Based on a decade of FrameWorks» research and field practice on budgets and taxes and early childhood development, this toolkit provides supplemental application materials, guides, and resources to front - line communicators for deploying recommended reframe strategies to shift the public conversation about both early childhood development and the role of budgets and taxes.

The accountant can also help you minimize your tax bill by recommending the right depreciation strategy.