#tax-planning

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Real estate
fromSFGATE
2 weeks ago

5 Key Takeaways: The One Big Beautiful Bill Act and Increases to the Federal Tax Exemption

The One Big Beautiful Bill Act permanently increases the federal estate tax exemption to benefit wealthy families and those with substantial real estate.
Real estate
fromSFGATE
3 weeks ago

This New England State Is the Only Place in the U.S. Where You'll Pay an Extra Tax for Giving Your House Away

Gifting property can result in unexpected tax consequences, including federal and state gift taxes.
fromEntrepreneur
1 month ago

How Smart Entrepreneurs Turn Mid-Year Tax Reviews Into Long-Term Financial Wins | Entrepreneur

Mid-year tax strategy reviews can enhance financial understanding and improve business outcomes.
Evaluating financial metrics and maximizing deductions are key components of effective tax planning.
#tax-deductions
fromMy Edmonds News
1 month ago
Retirement

Sponsor spotlight: Watch out for these tax surprises - My Edmonds News

Home office deductions can lead to unexpected tax bills upon selling your home, especially if depreciation is involved.
Retirement
from24/7 Wall St.
5 months ago

4 Tax Breaks You Think You're Getting but Likely Don't Qualify For

Maximizing tax benefits requires awareness of deductions you may not qualify for, making professional consultation crucial.
Retirement
from24/7 Wall St.
5 months ago

4 Tax Breaks You Think You're Getting but Likely Don't Qualify For

Maximizing tax benefits requires awareness of deductions you may not qualify for, making professional consultation crucial.
more#tax-deductions
fromwww.nytimes.com
2 months ago

Why Tax Shelters Aren't Just for Billionaires

Investing in a diversified portfolio not only helps shield against market volatility caused by uncertainties but also parallels how taxpayers should approach their tax planning.
US politics
Retirement
from24/7 Wall St.
1 month ago

I am 62 years old with $700k in a 401(k). Would converting $70k annually help avoid RMDs?

A 62-year-old can avoid RMDs by transferring money from a traditional 401(k) to a Roth IRA.
#small-business
more#small-business
London politics
fromwww.theguardian.com
2 months ago

An English gentleman, a crooked lawyer: the secrets of Stephen David Jones

Ewan McKay's golf passion led to business success and strategic financial planning, highlighting the intersection of personal interests and economic opportunities.
from24/7 Wall St.
4 months ago

As an early retiree, how much income tax are you really paying on your withdrawals?

It's important to factor taxes into your expenses.
Retirement
fromBusiness Matters
4 months ago

Are UK SMEs missing out on valuable Research and Development (R&D) tax relief?

Despite 36% of SMEs engaging in innovative activities, fewer than 6% are claiming R&D tax relief, risking significant savings.
London startup
fromLondon Business News | Londonlovesbusiness.com
4 months ago

Salary sacrifice enquiries 'has gone parabolic since the Autumn Budget' - London Business News | Londonlovesbusiness.com

Salary sacrifice enquiries have gone parabolic since the Autumn Budget. We've been rushed off our feet running clinics, webinars and workshops.
Startup companies
fromAbove the Law
4 months ago

Last-Minute Tax Planning Strategies For Small Law Firm Owners: There's Still Time For 2024 - Above the Law

As a law firm owner, leveraging tax strategies is not just about saving money; it's about positioning your firm for long-term financial success.
Privacy professionals
Retirement
from24/7 Wall St.
4 months ago

Why Does Tax Planning Matter So Much In Retirement?

Effective tax planning is crucial for a fulfilling retirement lifestyle.
Retirement concerns can lead to excessive focus on tax planning over other significant factors.
Understanding personal goals is essential in retirement planning.
fromLondon Business News | Londonlovesbusiness.com
8 months ago

Farmers fearful of inheritance tax rises can act now to protect their legacy for the next generation - London Business News | Londonlovesbusiness.com

Farmers should proactively address potential increased Inheritance Tax liabilities stemming from changes to Agricultural Property Relief, effective from April 2026.
fromFortune Recommends
8 months ago

Taxable brokerage accounts: the best investment option for control freaks

Taxable brokerage accounts are versatile investment tools offering more flexibility and control than retirement accounts.
They allow investors to manage gains and losses for effective tax planning.
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