10 Tax Planning Tips Your CPA Might Have Missed

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA?

Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed.

Click here to open fullscreen

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Is your Legacy in a Dynasty…Trust?

Published by Mark Petersen Many people struggle with determining how much inheritance to leave their children and future generations. As Wealth Planners, we often here the goal, “I want to leave enough wealth to my children to provide them with opportunity. However, I do not want to leave t …

Stock Investing is Not Gambling – But it Can Be

Published by Brett Carson I have two pet peeves when it comes to discussing stocks with individual investors, whether it’s friends, family, a doctor or a cab driver.  The first is when someone asks what price a stock is selling for and then coming to the conclusion that it’s cheap or expens …

Dear Santa, No Puppies

Published by Beth Schanou During this time of year it is very common to see commercials or holiday movies with an adorable puppy or kitten as a Christmas gift. That scene and lasting image it leaves in our mind is very heart warming. While it may seem brilliant in that moment, gifting a pup …

Is Survivorship Life Insurance Right for You?

Published by Mark Petersen Do you own a family farm or privately held business which you would like to keep in the family? A survivorship policy works well and may be recommended to create estate tax liquidity when a significant taxable estate value is held in one or more illiquid assets. F …
1 2 3 105 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation