Tax planning isn't just about reducing taxes today. The goal is to minimize your lifetime tax bill. Thinking beyond the short-term can sometimes lead to smarter tax decisions!
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I help financial advisors attract and close more HNW prospects through strategic tax planning.
#TaxPlanning is also definitely a very broad term. Deferrals, tax credits, income tax vs capital gains, entity structures, liquidity... countless number of factors under this tent to consider for EACH individual client. And that's just the beginning. Understanding the diverse options available to clients (based on the ever-changing #taxcode), REGARDLESS of their level of #wealth...$2MM? $40MM? $215MM?...is a solid next step. Presenting all options without a bias towards a particular product(s) follows and is often overlooked. As is vetting credible, experienced suppliers/vendors to ensure a smooth implementation for the advisor and especially the end client. Can you tell I love what I do?🌝
Founder & CEO of Artisan Financial Strategies - Helping Senior Executives and Scaling Entrepreneurs Coordinate Their Financial World | Keynote and TEDx Speaker | Writer | Connector | WBE
The goal of tax planning is to not defer the most amount of taxes each year. The goal of tax planning is about minimizing taxes over your LIFETIME. That’s the real money. For high-income earners, strategic tax planning is key❗️
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Founder & CEO of Artisan Financial Strategies - Helping Senior Executives and Scaling Entrepreneurs Coordinate Their Financial World | Keynote and TEDx Speaker | Writer | Connector | WBE
The goal of tax planning is to not defer the most amount of taxes each year. The goal of tax planning is about minimizing taxes over your LIFETIME. That’s the real money. For high-income earners, strategic tax planning is key❗️
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RevOps & Profitability Coach Specialized in Woman-Owned Start-Ups, Fractional Finance Professional, Founder/CEO @ Bookflow LLC & @ The Profitability Project
Day 6: Tax Planning Made Simple 📆💡 Tip 6: Plan for Taxes Navigating taxes doesn't have to be overwhelming. Having an experienced tax professional that can assist you in developing a tax plan to maximizes savings and minimize stress will help take the hassle out of tax season! 🧾💼 #TaxPlanning #TaxSavings #FinanceProfessionals #WomenOwnedBusiness #SmallBusinessOwner
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From nexus, to credits and incentives, to sales and use taxes, our state and local tax planning guide covers everything you need to include in your year-end action plan. Start planning ↓
State and local tax year-end considerations in 2023
rsmbuzz.com
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From nexus, to credits and incentives, to sales and use taxes, our state and local tax planning guide covers everything you need to include in your year-end action plan. Start planning ↓
State and local tax year-end considerations in 2023
rsmbuzz.com
-
From nexus, to credits and incentives, to sales and use taxes, our state and local tax planning guide covers everything you need to include in your year-end action plan. Start planning ↓
State and local tax year-end considerations in 2023
rsmbuzz.com
-
Digital Strategy | Business Alignment | Technology Advisory | Growth | Mergers & Acquisitions
From nexus, to credits and incentives, to sales and use taxes, our state and local tax planning guide covers everything you need to include in your year-end action plan. Start planning ↓
State and local tax year-end considerations in 2023
rsmbuzz.com
-
From nexus, to credits and incentives, to sales and use taxes, our state and local tax planning guide covers everything you need to include in your year-end action plan. Start planning ↓
State and local tax year-end considerations in 2023
rsmbuzz.com
