Sentences with phrase «tax planning strategies available»

Cost Segregation Analysis, also referred to as Cost Segregation Studies, and 1031 Exchanges are two of the most valuable tax planning strategies available to commercial real estate investors.

Not exact matches

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

«It's one of the most advantageous tax strategies available to people who make charitable giving part of their overall financial plan,» says Jacqueline Valouch, vice president and charitable planning consultant with Fidelity Charitable ®, an independent public charity.

Once the review is done, we will summarize our findings in a letter describing the tax strategies available to you in 2018 that are consistent with your planning goals.

Malkiel also discusses the various tax deferral and (legal) avoidance strategies that are available to US investors (IRAs, Roth IRAs, Keogh Plans, annuities).

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.

Individual retirement accounts (IRAs) are available to bolster your strategy and offer independence and tax - advantaged growth even if you don't have an employer - sponsored plan.

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.

When it comes to using life insurance for estate planning, there are various strategies available using cash value life insurance that can be used to increase the value of your estate and avoid taxes.

It is important for you to consider all of the available options before proceeding with a specific tax - deferral or tax - exclusion income tax planning strategy.