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Walkner Condon Financial Advisors
MAY 31, 2024
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers.
Integrity Financial Planning
JUNE 12, 2023
As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.
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Integrity Financial Planning
JULY 17, 2023
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. There are also Roth 401(k)s that have a similar tax treatment but are subject to some different rules.
The Motley Fool
JULY 10, 2024
For example, if you own a home repair company with a partner, you may want the liability protection of an LLC, while a solo graphic designer might choose a sole proprietorship. Finally, an LLC, or limited liability company, creates a separate legal entity for your business. Look for ways to automate or organize your business processes.
Walkner Condon Financial Advisors
MAY 1, 2023
ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Reminder: RSU is taxed as compensation income at vesting.
Ballast Advisors
JUNE 18, 2024
Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. When it comes to tax considerations for snowbirds, there are several factors to keep in mind.
BlueMind
NOVEMBER 24, 2022
Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. This article " How Advisors Deal With High Net Worth Clients " was first published on BlueMind Blog.
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