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Long Term Planning

Tax Planning: Don’t Let the Tax Tail Wag the Dog

July 18, 2023 by Chris Massey

When it comes to income taxes, many people assume that saving means spending more money on eligible deductions. While certain expenses can be deductible, tax planning is much more than just blindly spending more money to save in income tax. Smart tax planning involves restructuring your finances, optimizing deductions, and making strategic decisions that can save you significant money without necessarily requiring excessive spending.

Filed Under: Business Tax, Long Term Planning, Retirement, Tax Planning Tagged With: small business, tax credits, tax deductions, tax planning, tax strategy

Start Planning Now for Higher Tax Rates in 2026

January 4, 2023 by Chris Massey

The sunsetting of the Tax Cuts and Jobs Act (TCJA) is fast approaching, and with it comes the expiration of many of the provisions that have been in place since the act was passed in 2017. One of the most significant changes that will occur when the TCJA sunsets is an increase in tax rates […]

Filed Under: Long Term Planning, Tax Planning Tagged With: higher tax rates, long term tax planning, roth ira conversion, small business, tax advisor, tax planning, tcja, tcja sunsetting

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