RogerRossmeisl
NOVEMBER 9, 2022
of adjusted gross income (AGI), state and local taxes up to $10,000, charitable contributions, and mortgage interest on a restricted amount of debt, but these deductions. The post Year-End Tax Planning Ideas for Individuals appeared first on Roger Rossmeisl, CPA.
RogerRossmeisl
JULY 16, 2022
The post Your Estate Plan: Don’t Forget About Income Tax Planning appeared first on Roger Rossmeisl, CPA. Of course, Congress could act to extend the higher amount or institute a new amount. Here are some strategies to consider in light of the current large exemption amount.
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RogerRossmeisl
SEPTEMBER 25, 2022
For example, you could pull income into 2022 to be taxed at lower rates, and defer deductible expenses until 2023, when they can be claimed to offset higher-taxed income. Here are some other ideas that may help you save tax dollars if.
CTP
NOVEMBER 15, 2023
That’s why tax planning is gaining in popularity. Some obvious reasons are mistakes or oversights on their tax returns. But another problem is that the accounting industry is not trained how to LOOK FOR NEW ways to reduce your taxes that you have not yet taken advantage of. Not all tax planning is the same!
CPA Practice
DECEMBER 10, 2023
By Al-Nesha Jones, CPA, MBA. While chestnuts crackle and we gear up for the annual tax preparation season, it becomes clear that the winter holidays bring more than just festivities and time off; they also mark the beginning of the tax preparation party. Scope How does the scope between tax planning and tax advisory differ?
CTP
FEBRUARY 20, 2024
By Dominique Molina, CPA MST CTS You’re in the business of tax planning, and you pride yourself on being the go-to expert for navigating the complex world of taxes. It’s a widespread belief, but it barely scratches the surface of what tax planning can do. So, keep an open mind as you read on.
RogerRossmeisl
OCTOBER 28, 2020
Plan gifts that use the annual gift tax exclusion One of the benefits of using the gift tax annual exclusion to make transfers. The post Income Tax Planning as Part of Your Estate Plan appeared first on Roger Rossmeisl, CPA.
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