AICPA的动态

Recent legislation supercharged 529 plans, offering your clients an even stronger hand in tax-advantaged college savings. Access the 2024 Tax and Financial Planner for more in-depth strategies. https://bit.ly/4910rkS

Not all income is created equal, at least in the eyes of the IRS. It’s the income that is easiest to get that has a more favorable tax treatment. Long-term capital gains are taxed at either 0%, 15%, or 20%. So, as you sit back, relax and watch the value of your assets grow for at least one year, Uncle Sam will reward your patience by skimming less off the top. How are you going to use this insight to your advantage? #tcgfinancetipfriday ----------- This content is not intended to be investment advice and is only educational in nature.

?? Elevate your tax knowledge with our expert-curated Weekly Tax Tips. Receive the freshest tax-saving advice every Wednesday. Don't miss this opportunity to enhance your financial health! ? https://lnkd.in/gPYqtuH9 #TaxSavings #WealthBuilding #TaxTips #FinanceTips #CapexCPA #TaxSeason #FinancialAdvice

Navigating Election Season: Insights from Brad Mendel, CFP? With the recent election, many of our clients are concerned about potential tax changes and their impact on their financial future. I recently had a conversation with a client who was worried about how the different tax proposals could affect their investments and overall financial plan. Here’s the key takeaway: While candidates propose various tax changes—such as reductions to corporate tax rates or increases to top tax brackets—it’s important not to overreact. Historically, most campaign promises end up being more moderate when enacted. The real focus should be on understanding how these changes, if they happen, will impact your financial life—whether through taxes or investment strategies. We’re here to help you navigate these uncertainties and ensure your financial plan stays on track. Want to learn more about how these proposals might affect you? Check out our latest video: https://lnkd.in/gd9Kxrv7 At Mendel Money Management, we’re committed to helping you feel confident and informed, no matter what’s happening in the world. #ElectionSeason #TaxPlanning #FinancialStrategy #MendelMoney

* RESOLVE YOUR IRS OR STATE TAX PROBLEMS ONCE AND FOR ALL AND MOVE ON WITH YOUR LIFE. Qualify For An State or IRS Financial Hardship Relief Program! Dial (205).873.6282 for a free no obligation, consultation. #TaxDebtResolution.

Understanding the implications of the increased federal estate tax and gift exemptions is crucial for effective estate planning. Join the conversation on how these changes can affect your financial future. \#EstatePlanning \#TaxStrategy \#LinkedIn https://lnkd.in/eWP6edHn

Heads up! ?? Starting in 2026 the top marginal income tax rate may increase from 37% to 39.6% for individuals earning roughly over $400,000. Stay informed and plan ahead to understand how this change might affect your finances. ???? #TaxUpdate #FinancialPlanning #StayInformed Source: https://bit.ly/3WMVOpL See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Do you owe more than $10,000 in back taxes to the IRS? Honesty and transparency are key when tackling tax debt. Always provide accurate information—it could make all the difference in what programs or settlements you qualify for when negotiating with the IRS. Being upfront now can set you up for long-term financial relief and prevent future complications. Start today by assessing your situation and taking the first step toward resolution. #TaxDebt #IRSHelp #TaxResolution #FinancialFreedom #BackTaxes #TaxNegotiation #CPATips #TaxPlanning #IRSCompliance

?? Introducing insight from our teammate at Morris Financial Concepts! ?? Learn about the benefits of State Tax Benefits when it comes to 529 Plans in this informative guide. Curious about how they can work for you? Head to our YouTube Channel https://lnkd.in/ebCBsyg3 to watch the full interview with CFP, Savannah Cooper. See how we can help you maximize your tax benefits https://lnkd.in/etWYpuB What questions do you have about 529 Plans? Let us know in the comments below! #TaxSmartInvesting #529PlanPerks #StateTaxSavings #MFCAdvantage #SmartCollegeSavings #PlanAheadWith529 #SavvySavingsWithSavannah

It’s #FinanceFriday! April 15, 2024, marks the final day to file your Income Tax returns on time. Don't miss the deadline! Ensure your returns are filed or request a valid income tax extension accepted by the IRS to avoid potential penalties. Reach out to your Financial Coach today to stay on top of your financial game!