
Tax Planning Strategies High Earners Should Consider
Reaching six figures is no easy feat. If you're one of the hard-working few who has made it to this milestone, give yourself a pat on the back.
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Read more: WHZ Strategic Wealth Advisors, Dunn Marketing Win Prestigious Gramercy Institute Award for Person-Centered Content Marketing Campaign
Reaching six figures is no easy feat. If you're one of the hard-working few who has made it to this milestone, give yourself a pat on the back.
The Tax Cuts and Jobs Act (TCJA) of 2017 enacted many significant changes that lowered tax rates for both businesses and individuals. But unless actions are taken, those changes are set to expire this year.
Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults.
As we enter 2025, the tax landscape is especially significant with several major changes on the horizon. It will be more important than ever to stay informed about your finances and to work closely with your accountant and financial planner to ensure your financial plan stays as tax efficient as possible.
As we approach the final months of the year, it's the perfect time to take a strategic look at your finances.
With only a few weeks remaining before the presidential election, former President Donald Trump and Vice President Kamala Harris have laid out how they plan to keep the economy growing. Many of their policies rely on tax breaks that curry favor with working-class Americans.
Are you an executive? These strategies for maximizing wealth and minimizing taxes are tailored specifically for you.
Here’s a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.
By implementing effective tax planning strategies, you can potentially save thousands of dollars and maximize your financial resources.