Ballast Advisors
NOVEMBER 27, 2023
Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.
International College of Financial Planning
NOVEMBER 10, 2021
There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades.
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Ballast Advisors
SEPTEMBER 22, 2023
The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.
Ballast Advisors
NOVEMBER 21, 2022
What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.
Ballast Advisors
MARCH 17, 2023
The concept of your domicile is very different from that of your residency Domicile is an important concept in determining one’s residency status for tax purposes. Taxes Matter For tax purposes, an individual’s domicile is often considered to be their state of residency for tax purposes. Residing in Florida?
Ballast Advisors
NOVEMBER 29, 2022
How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Basic principles of tax harvesting. Tax harvesting can save you money, but do it right.
WiserAdvisor
APRIL 12, 2023
The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. Both these accounts can offer tax benefits and the chance to accumulate sufficient savings for your retirement. A Roth IRA is a tax-advantaged retirement savings account funded with your after-tax dollars.
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