January is a good time to consider tax planning for your income in 2025 ... who keep track of this stuff. For example, the income definition of “highly compensated employee,” which affects ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

For example, suppose you are a consultant and ... In general, you can do this kind of tax deferral planning as long as you negotiate for it up front and have not yet performed the work.

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

After Taylor and White had spoken for several years about the way that tax planning gives advisors a competitive edge, White suggested around six months ago that she spearhead the firm's efforts ...

Former Treasury Secretary Steven Mnuchin claimed that the Republican tax plan would spur sufficient economic growth to pay for itself and more. On Dec. 11, 2017, the Treasury released a one-page ...

Those are two of the most eye-popping examples from Hamilton County ... In other words, the Braun-Beckwith tax plan will bring the suburbs to heel — and force them to become like the rest ...