SBS NOVA | Planning
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Planning

As part of your planning for next year, now is the time to review funding your retirement accounts In 2022. With the cost of living calculations and increases in inflation, higher phaseout limits make many more taxpayers eligible for fully deductible contributions. So plan now...

It's that time again! The final chance to reduce your annual tax bill is here. Spend a few minutes considering the following ideas: 1. Make last minute charitable donations. 2. Review and maximize use of the $15,000 annual gift giving limit. 3. Review your investment portfolio for capital gain and loss...

With all the tax law changes over the past few years, here are some things that should trigger you to conduct a full tax planning session to ensure your tax bill is not higher than it needs to be. 1. You owed tax in 2020. Having a...