Top Trending LinkedIn Posts about tax planning

CRE brokers, do you know what this year’s tax liability looks like?

Probably not.

Most CRE brokers have a CPA, but most CPAs are NOT

Tax planning can feel daunting, but taking small, strategic steps can make a big difference. One common question I often hear is: "How

Tax planning model by Bojan Radojicic

When you are planning income taxes, you need income before taxation projection first, right.

So, we need almost

Tax planning model by Bojan Radojicic

When you are planning income taxes, you need income before taxation projection first, right.

So, we need almost

Corporate Counsels - the tax time bomb is ticking, and the countdown to year-end tax savings is now.

End-of-year tax

Tax Planning Strategies for High-Income Earners:

(And keep more of your hard-earned money)

In some provinces, you could be taxed over 50%.

That’s a big chunk

Tax-Efficient Estate Planning for Business Owners 💡

Did you know the federal estate tax exemption is set to change in 2025?

Join us for our upcoming free webinar on tax planning! Whether you're a small business owner or an individual taxpayer, this webinar will

Converting your LLC to an S-Corp is a great tax play.

3 additional ways to take it to the next level. 👇

Tax planning is not just for the rich.

Tax planning is for everyone.

I’ve helped hundreds of incorporated business owners in Canada.

The most common tax

The gift and estate taxes are designed to levy a tax on wealth; however, they also provide opportunities for strategic planning to minimize

Market jitters got you reaching for the antacids with your morning coffee? ☕️📉

If you're waking up to some unexpected "red" in your portfolio,

Tax planning starts with Roth vs Traditional accounts

Many believe 1 is right and the other is wrong for everyone

But that is not true

Both

𝗟𝗶𝗳𝗲 𝗶𝘀 𝗳𝘂𝗹𝗹 𝗼𝗳 𝗰𝗵𝗮𝗻𝗴𝗲𝘀, 𝗮𝗻𝗱 𝗺𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲𝗺 𝗰𝗮𝗻 𝗵𝗮𝘃𝗲 𝗮 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗻 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅𝗲𝘀. 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘀𝗲𝘃𝗲𝗻 𝗰𝗼𝗺𝗺𝗼𝗻 𝗹𝗶𝗳𝗲 𝗲𝘃𝗲𝗻𝘁𝘀

How many forms of tax do you pay? 1 or 2?

Nope... it's 8.

Starting from the most common to least,

S Corps are one of the best tax planning tools for business owners

But..many do not understand the numbers and end up converting when

Tax planning 101 = understanding tax deductions vs tax credits

Tax credit = Dollar for Dollar reduction on your tax bill

Tax deduction = Reduces

Corporate Counsels - the tax time bomb is ticking...

And the countdown to year-end tax savings is now.

Now

Common tax planning issue

People only have 22% withholding on bonuses or RSU's even though they are in the 37% bracket

Make sure you are

Tax planning is one of the most effective ways to ensure you keep more of your hard-earned dollars

For business owners, the opportunities and

Tax planning as a business owner can lead to 10s if not 100s of thousands of dollars saved this year

One of the best

A Key Strategy for Making Clients Love You

Before starting my accounting firm (which I sold earlier this year), the plan was to be

Tax season might feel far away, but the truth is, it’s always around the corner, and proper planning can make all the difference.

Balancing

Are you managing high-value assets and looking for streamlined, cost-effective solutions?

Prescribed Companies (PCs) in the DIFC offer an excellent way to structure

Kitces.com Lead Financial Planning Nerd Jeffrey Levine will be speaking on 2 topics at Financial Planning Association (FPA) San Diego’s Annual Symposium on

Good tax planning isn’t rocket science.

Just like being healthy is about a good diet and staying active.

Execution is more important than finding some

Tax planning is not just about finding the right strategy, but more importantly about WHEN to implement that strategy.

For example, I did a

Tax Planning: The Hidden Key to Financial Success

Setting financial and investment goals is exciting until tax season sneaks up on you. Don't

"In honor of the Vikings-Packers rivalry, in this month’s update I share three unique elements of Wisconsin estate planning:"

-Marital Property Characterization

-Double Cost

Times permanent insurance can be a great fit:
- estate tax issues (illiquidity and over estate tax limit)
- specific inheritance goal
- hybrid long term