Lion's Wealth Management’s Post

WHAT ‘TAX DODGES’ (that is legal tax avoidance remedies) COULD BE TAKEN AWAY WITH THE 2025 TAX SUNSET. Should your investment strategy now reflect the odds of law changes later? E.g., do some loss harvesting, a Roth conversion, charitable gifts. Learn more in this article. Better yet, don’t be dodgy -- contact me for some expert tax planning and wealth management advice, underpinned by the deep resources and expertise of Northwestern Mutual. #2025TaxChanges #TCJAsunset #taxplanning https://lnkd.in/gwzGn29b

WHAT ‘TAX DODGES’ (that is legal tax avoidance remedies) COULD BE TAKEN AWAY WITH THE 2025 TAX SUNSET. Should your investment strategy now reflect the odds of law changes later? E.g., do some loss harvesting, a Roth conversion, charitable gifts. Learn more in this article. Better yet, don’t be dodgy -- contact me for some expert tax planning and wealth management advice, underpinned by the deep resources and expertise of Northwestern Mutual. #2025TaxChanges #TCJAsunset #taxplanning https://lnkd.in/eYJykgQw

12 ‘TAX DODGES’ (that is legal tax avoidance remedies) COULD BE TAKEN AWAY WITH THE 2025 TAX SUNSET. Should your investment strategy now reflect the odds of law changes later? E.g., do some loss harvesting, a Roth conversion, charitable gifts. Learn more in this article. Better yet, don’t be dodgy -- contact me for some expert tax planning and wealth management advice, underpinned by the deep resources and expertise of Northwestern Mutual. . #TaxChanges2025 #taxplanning #TCJASunset https://lnkd.in/g_CkZhRg

Minimize taxes on your estate with smart Estate Planning! 📉💼 Use trusts, gifting strategies, and charitable planning to reduce tax liabilities and preserve more wealth for future generations. Contact Four Corners Legacy Law to learn how we can help you save on taxes! #TaxSavings #EstatePlan #WealthPreservation

It is never too early to start thinking about year-end tax planning! Common year-end tax planning activities include: - maximize contributions to tax-advantaged accounts - harvest investment losses to offset capital gains - make charitable donations By taking these steps before the year ends, individuals and businesses can potentially reduce their tax burden and retain more of their income. Consulting with a tax professional can provide personalized guidance for effective year-end tax planning. #YearEndTaxPlanning

Advanced estate planning offers many advantages in assisting individuals with efficiently managing and distributing their assets while also reducing tax burdens. Through tools such as trusts and charitable planning, individuals can safeguard their wealth, provide for their loved ones, and support causes they care about. Join Scott E. Cripps and Alex B. Poe as they discuss transfer tax, explore strategies to reduce estate tax liability, and unpack commonly used advanced planning techniques. Click here to register: https://lnkd.in/g-WF-h4e

Advanced estate planning offers many advantages in assisting individuals with efficiently managing and distributing their assets while also reducing tax burdens. Through tools such as trusts and charitable planning, individuals can safeguard their wealth, provide for their loved ones, and support causes they care about. Join Scott E. Cripps and Alex B. Poe as they discuss transfer tax, explore strategies to reduce estate tax liability, and unpack commonly used advanced planning techniques. Click here to register: https://lnkd.in/g-WF-h4e

Here's a fun question or should we say a thought-provoking question: Which is more perplexing, understanding the taxation of a charitable trust or Pillar 2? 🤔 What are your thoughts on this interesting comparison? #Taxation #CharitableTrust #Pillar2

📝 Tax Tip: Maximize your deductions by keeping detailed records of all expenses throughout the year. From business costs to charitable contributions, staying organized can help you take full advantage of tax benefits and reduce your taxable income. 📊 Morella & Morella 📱(337) 895-0800 📍2901 Johnston Street Suite 401 Lafayette, LA 70503 https://bit.ly/4e0yKdY #MorellaandMorella #Lafayette #CPA #Accountant #TaxPreparation #FinancialService #PersonalFinancialPlanning #MorellaCPA #FinancialPlanning

📝 Tax Tip: Maximize your deductions by keeping detailed records of all expenses throughout the year. From business costs to charitable contributions, staying organized can help you take full advantage of tax benefits and reduce your taxable income. 📊 Morella & Morella 📱(337) 895-0800 📍2901 Johnston Street Suite 401 Lafayette, LA 70503 https://bit.ly/4e0yKdY #MorellaandMorella #Lafayette #CPA #Accountant #TaxPreparation #FinancialService #PersonalFinancialPlanning #MorellaCPA #FinancialPlanning