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2022 Year End Tax Planning Guide

Dec 29, 2022 8:36:10 AM
written by The Retirement Group

We suggest our clients consider preparing for the upcoming 2023 tax season by taking advantage of a few important end-of-year tax strategies.

It's important that our clients take action on these tips by December 31, 2022 and find out if they can potentially minimize your tax burden in the spring.

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posted in Financial Planning, Tax, Year-End, 2022, Strategies

Tis the Season for Tax-Friendly Giving Strategies

Dec 15, 2022 11:30:00 AM
written by The Retirement Group

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially increase your ability to give. You might consider a more strategic approach to charitable giving, possibly as part of your year-end tax planning.

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posted in Financial Planning, Tax, Year-End, 2022, Strategies

2021 Year-End Tax Tips

Dec 16, 2021 2:44:02 PM
written by The Retirement Group

Here are some things to consider as you weigh potential tax moves between now and the end of the year for corporate employees.

1. Defer income to next year
Consider opportunities to defer income to 2022, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year-end bonus or delay the collection of business debts, rents, and payments for services. Doing so may enable you to postpone payment of tax on the income until next year.

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posted in Tax, Year-End

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Information regarding the lump-sum payout may or may not apply to specific employees based on factors such as mergers, acquisitions, years of service, age, or the date an employee was hired.