Tax Planning Beyond April 15th

The challenge with income tax lies in the definition of “taxable income.” Taxable income represents a highly complex set of interactions between different rules related to different types of income. This creates a very difficult landscape for clients to navigate when constructing financial plans. For example, individually capital gains, IRA withdrawals and Social Security may not be taxable, but when you put them together taxes snowball.

Tax planning covers several considerations, include timing of income, size, the timing of purchases, and planning for other expenditures. Also, the selection of investments and types of retirement plans to complement the tax filing status and deductions to create the best possible outcome.

Our focus is not only reducing your income tax but also your capital gains tax and estate tax

  • Why it is important to consider and plan for tax consequences with every decision - not just on April 15th!
  • You may be able to save thousands of dollars with some simple planning strategies!
  • How to be strategic about how you take your income
  • How to maximize your charitable donations
  • How to use charitable planning to nurture and protect your family
  • When: Mountain Time (US & Canada)
  • Duration: 1 hour
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Dial-in available? (listen only): Not available.
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