Posts Tagged ‘TaxPlanning’
Maximizing Charitable Giving with your IRA
Let’s take a closer look into the interconnected themes of charitable giving and minimum distributions from IRAs, exploring the nuanced strategy of Qualified Charitable Distributions (QCDs) and how they can…
Read MoreTax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
Read MoreFall Tax Planning
As the crisp autumn air sets in, it’s time to shift our focus towards essential preparations for the upcoming winter season. Contrary to popular belief, taxes are not entirely beyond…
Read MoreHow the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard lots of talk about the $3.5 trillion spending bill being talked about in Washington right now, and you…
Read MoreMid-Year Tax Planning Tips
This week we’re talking about mid-year tax planning tips and how you can potentially save yourself from some large tax bills in the future by simply reading this article! …
Read MoreThe Collaborative: New Tax Credits To Help Communities
The Collaborative: New Tax Credits To Help Communities, New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax…
Read MoreMinimizing Taxes In Your Retirement Accounts
I want to talk today about tax planning and how it relates to investing. So we often think, let’s put it this way, in our financial life there are really…
Read MoreFirst Friday Live – End of Year Planning
Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking…
Read MoreTax Planning and Investing – Part 1
I want to talk today about tax planning and how it relates to investing. In our financial life, there are really four quadrants. There is the tax planning quadrant,…
Read MoreConservation Easements and Opportunity Zones
Conservation easements and opportunity zones can be a great way to reduce your taxes, especially if you’re a high-income earner or deal with the buying and selling of a business…
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