Tag: Tax Planning

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year end tax strategies

15 Simple Year-End Tax Planning Strategies (2020)

A lot has occurred in 2020 that could impact your tax planning. Regardless of the chaos that has occurred, there are still huge tax strategies you may implement before the end of the year. Here are 15 Simple Year-End Tax Planning Strategies that can help you control your taxes. (This list is a quick overview with basic information on each scenario. I completed additional strategy guides that dig into some of the more complex strategies…
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October 6, 2020 0
roth conversion strategy 2020

Should I Do a Roth Conversion This Year Strategy Guide (2020)

With the end of the tax year approaching for 2020, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…
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September 30, 2020 0
image of gift and tax cover for strategy guide post

How to Avoid the Gift Tax

Are you afraid of the big bad gift tax? Although you can pay the gift tax if you want to, the good news is that you do not need to. There are a couple of different ways you can gift to your loved ones and avoid paying any taxes. Sound good? I’m writing this strategy guide because it is common for non-tax experts providing tax advice and when it comes to gifting, there is the…
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June 24, 2020 0