1099 vs. W2: Which Path Fits Your Money, Benefits, and Lifestyle? You just got an offer, and now you are Googling like crazy. Should you take the W2 or 1099? If you are a physician, a high-income professional, or anyone weighing a new contract, this choice hits your taxes, your benefits, and your day-to-day life. […] The post 1099 vs W2: What You Should Know on Taxes, Benefits, Pay appeared first on WealthKeel Advisors LLC.| WealthKeel Advisors LLC
Tax-loss harvesting can offer more advantages for investors than tax relief. Over the long term, it can potentially help you maintain a robust portfolio and build wealth.| Latest from Kiplinger
Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight facts to get you started.| Latest from Kiplinger
New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits that took effect immediately — and the mapping tool that reveals where the next wave of opportunity zones will likely emerge.| Kiplinger
The IRS predicts these tax breaks may change take-home pay in 2026. Will you get over $1,000 in tax savings?| Latest from Kiplinger
The new tax law has changed the energy investing landscape with expanded incentives and permanent tax benefits for oil and gas production. Now is a crucial time for investors to understand these changes.| Kiplinger
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.| Latest from Kiplinger
In the wake of the Big Beautiful Bill Act, quarterly estimated tax payments demand a more sophisticated approach than simply completing Form 1040-ES based on prior year figures. Today’s tax environment requires precision planning to avoid overpaying taxes months before they’re actually due. Effective business tax strategy now hinges on optimizing estimated payments and withholding […] The post Quarterly Estimated Tax Payments in 2025 – 2026: Strategic Planning Replaces Guesswork first...| THInc
By now, you may have heard of the qualified business income deduction — a tax break for small-business owners. But do you qualify for it? Here's what you need to know for the 2018 tax filing season| CNBC
Maximize Your Nest Egg with Smart, Tax-Efficient Retirement Planning Here we will break down how different types of retirement income are taxed and share smart tax strategies that can help you preserve more of your wealth during your retirement years. Understanding the Tax Impact on Retirement ... Read more. The post How Retirement Taxes Affect Your Income: Strategies to Minimize Your Tax Burden appeared first on Grand Life Financial.| Grand Life Financial
During your working years, contributing to tax-deferred retirement accounts (401(k), 403(b), traditional IRA, SEP IRA, SIMPLE IRA) provided the benefit of not paying income taxes. This allowed for more of your money to grow through compounding. But you cannot indefinitely defer paying taxes, which is where required minimum distributions (RMDs) come into ... Read more. The post How can I reduce my taxes when taking required minimum distributions? appeared first on Grand Life Financial.| Grand Life Financial
5 Must-Know Tax Moves for High-Income Households Before Year-End (2025 Edition) Tired of scrambling every March, hunting for last-minute tax tricks like socks in the dryer? If you’re in a high-income household (yes, I’m looking at you, docs, dentists, vets, and business owners), it’s time to get out ahead for once and put some serious […] The post 5 Tax Moves Every High-Income Household Should Use for Big Savings appeared first on WealthKeel Advisors LLC.| WealthKeel Advisors LLC
Find more ways to save money and keep more of what you earn or gain. Learn how to utilise 10 annual tax allowances.| Ridgefield Consulting
Get ready for tax season! Understand the One Big Beautiful Bill Act and its implications for individuals and businesses alike.| WealthKeel Advisors LLC
This article discusses the step-transaction doctrine, the three tests used to determine if it applies, and advice for taxpayers to help avoid an IRS challenge of the tax treatment of a series of transactions based on the doctrine.| The Tax Adviser
Gain confidence in your finances. Find out what to consider when asking yourself, am I financially ok, and improve your situation.| Grand Life Financial
After being in a savings mode for a good part of your life, you have now transitioned into retirement and may be wondering the best way draw down assets from your investment accounts to meet your living expenses and not incur significant taxes. The accumulation phase was somewhat straightforward as you used tax-advantaged investments to| Grand Life Financial
House Republicans advanced a multitrillion-dollar tax and spending package that could have sweeping impacts on household finances.| CNBC
Americans surrender way too much money to taxation. The tax code is over 6.8k pages long. Our company leverages that complexity to help high-income earners pay less in taxes, ethically. Learn about the benefits of tax planning in this comprehensive guide!| Tencap LLC
Top earners and higher-rate taxpayers in the UK can mean getting caught in the 60% tax trap. Our tax expert shares tips on mitigating this.| Progeny
Beyond the headlines: The new tax law's true impact for job seekers and investors lies in how it will transform industries and create opportunities in areas such as regional accounting, AI and outsourced business services.| Kiplinger
Economic uncertainty, global events and increasing wealth are shaping the charitable landscape this year. Here are the philanthropic trends and some tips that could help affluent donors optimize their impact.| Kiplinger
Helping your child buy a house is becoming increasingly popular amongst parents but be aware of the possible tax implications for yourself.| Ridgefield Consulting
New limitations will apply starting in 2026, which makes 2025 a key window for maximizing your charitable contributions.| LSL CPAs
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.| The Finance Buff
There are several ways that you can reduce your taxes when contributing to qualified charitable organizations, so long as you are able to itemize your tax deductions. Establish a Donor-Advised Fund – Tax law changes may have adversely impacted your ability to itemize your annual charitable donations. You might consider establishing a ... Read more. The post How can I maximize my tax savings when donating to charity? appeared first on Grand Life Financial.| Grand Life Financial
Learn more about The Nestmann Group – a wealth protection advisory firm that helps Americans build comprehensive wealth preservation plans. Since 1984.| The Nestmann Group
Report outlines CRA communication failures that resulted in wasted time, effort, from taxpayers| Advisor.ca
Learn more about The Nestmann Group – a wealth protection advisory firm that helps Americans build comprehensive wealth preservation plans. Since 1984.| The Nestmann Group
Discover the power of Backdoor Roth IRAs for high-income earners. Learn how to navigate the strategy and maximize your retirement savings.| WealthKeel Advisors LLC
What happens to Canadian income tax return when you are financially independent retired early and living off your investment income only? (i.e. dividend income)| Tawcan
Learn more about The Nestmann Group – a wealth protection advisory firm that helps Americans build comprehensive wealth preservation plans. Since 1984.| The Nestmann Group
Learn more about The Nestmann Group – a wealth protection advisory firm that helps Americans build comprehensive wealth preservation plans. Since 1984.| The Nestmann Group
Former President Donald Trump and Vice President Kamala Harris both want to end taxes on tips. Here's why some policy experts don't like the idea.| CNBC
Learn more about The Nestmann Group – a wealth protection advisory firm that helps Americans build comprehensive wealth preservation plans. Since 1984.| The Nestmann Group
Learn how to boost your tax savings and support your favorite charities using a Donor Advised Fund. Discover the power of strategic giving today!| WealthKeel Advisors LLC
The tax brackets, standard deduction, and the capital gains tax cutoff point for single and married filing jointly filing statuses will go up in 2025.| The Finance Buff
