Learn more about topics such as
- Tax Law and Year-End Tax Planning
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- Possible changes to net investment income tax for S-Corps
- Qualified Small Business Stock exemption reduction
- Potential limited use of active pass-through business losses
- Simple tax planning tactics to consider now for current year tax savings including
- Contributions to qualified plans
- Deferred invoices
- Section 179 deduction strategies
- Maximizing 199A deduction, if possible
- Charitable contribution “stacking”
- Creative gifting strategies for families
- Roth conversion
- More advanced tax planning strategies that high net worth families and business owners should consider including:
- Qualified plans
- Qualified Opportunity Zones
- Qualified Small Business Stock exclusions
- Overall business entity structure review
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