For high-net-worth individuals, 2024 year-end tax planning comes with uncertainty in several impactful areas. In their latest blog, Joe Falbo, CPA, CGMA and Andy Whitehair, CPA/PFS, AEP® offer practical ideas to address with your tax advisers before the year is out — and into 2025 and beyond. https://lnkd.in/ghXEfmKv
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Some great insights into year end tax planning.
For high-net-worth individuals, 2024 year-end tax planning comes with uncertainty in several impactful areas. In their latest blog, Joe Falbo, CPA, CGMA and Andy Whitehair, CPA/PFS, AEP® offer practical ideas to address with your tax advisers before the year is out — and into 2025 and beyond. https://lnkd.in/ghXEfmKv
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Turn summer expenses into tax advantages with a little help from your CPA. SME CPAs is here to guide you through your tax planning needs. http://ow.ly/aewl30sE09Q
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Director / Client Advisor at Banyan Partners | Alex. Brown, a Division of Raymond James
The year will be over before you know it! Now is a good time to review your tax strategies. Our year-end tax planning checklist provides insights to help you prepare and make informed financial decisions for the rest of 2024. Check out the checklist for helpful tips: https://lnkd.in/eGbdUjb2 #taxplanning #yearendreview #taxtips
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📊Tax-Saving Strategies for Small Businesses Join us for a comprehensive webinar crafted to empower you with essential knowledge for effective tax planning. Gain insights into often overlooked areas within company accounts that could lead to substantial tax savings, and acquire the expertise needed to make informed financial decisions. ⏱️Tuesday, 9th April 📅12:30 - 1:00PM Secure your spot by registering here → https://hubs.la/Q02qJ3Nw0 #TaxSavingStrategiesForSmallBusinesses #TaxPlanningforIrishBusinesses
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This Week's Two-Minute Financial Insight: Year-End Tax Planning Three-Part Series Part 1 of 3: The Basics of Effective Year-End Tax Planning https://bit.ly/3AVG78R Article authored by Grant Soliven, AIF® November 25, 2024 #FinancialEnhancementGroup #YourLifeAfterWork #TaxPlanning #TaxStrategy
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Focusing your career on tax? Both enrolled agents and CPAs assist clients with tax-related issues, but how do the two designations differ? Which one is better? Learn all about it in our recent blog: https://bit.ly/4aGmIVY
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Great insights to help you fully manage your financial position.
Our Texas Capital 2024 Tax Guide can help clarify the complex and ever-evolving federal tax rules and support your year-end tax planning. Brandon Butler, CFP®, CPA, Texas Capital Financial Planner, is here to help you proactively plan for the year ahead. View the tax guide here: https://lnkd.in/g6_45aPm
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Excellent advice, tax planning is extremely important in an overall financial plan
Our Texas Capital 2024 Tax Guide can help clarify the complex and ever-evolving federal tax rules and support your year-end tax planning. Brandon Butler, CFP®, CPA, Texas Capital Financial Planner, is here to help you proactively plan for the year ahead. View the tax guide here: https://lnkd.in/g6_45aPm
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Proactively plan for your taxes.
Our Texas Capital 2024 Tax Guide can help clarify the complex and ever-evolving federal tax rules and support your year-end tax planning. Brandon Butler, CFP®, CPA, Texas Capital Financial Planner, is here to help you proactively plan for the year ahead. View the tax guide here: https://lnkd.in/g6_45aPm
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As we enter the second half of the year, it's the perfect time to reassess your financial strategies and ensure your tax planning is in order. July is ideal for a mid-year tax review, allowing you to make crucial adjustments before year-end. Don't miss our latest blog post where we outline "5 Essential Steps for High-Net-Worth Clients to Stay on Track" with their tax planning: https://lnkd.in/gJVKss3j #TaxPlanning #WhatTrulyMatters
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