Sean O'Brien, CPA, CITP’s Post

Before selling your home, think about the tax implications. 🏡 Proper planning could help you avoid a hefty tax bill. https://lnkd.in/efMbFgxV Reach out to our tax advisors to ensure you’re making the best financial decisions. #RealEstate #TaxSavings #TaxPlanning

A nice morning read to start your day, with our private wealth adviser, Bryn Evans featured in The West Australian around what you need to know at tax time, including the benefits of not jumping in to lodge straight away. If you have any questions about your tax return or how financial advice can help you map out your tax obligations, please get in touch. #financialadvice #taxtime

Have you used up your #taxallowances for the financial year? If not, you still have time to plan – but don’t leave it too late! In an uncertain economy, tax efficiency is one of the best ways to give your finances a boost. Read our End of Tax Year Planning Guide: https://lnkd.in/em9kWqeV

I love taxes! Said no one ever. One of my biggest goals as a financial advisor is helping my clients mitigate taxes over time. When I ask my clients whether they think taxes will go up or down in the future, they almost always say up. The surprising part is that those clients don't always have a plan for that yet. #financialplanning #taxmitigation #retirementplanning #financialsecurity

While estate taxes might not be a concern, there are still important financial responsibilities you need to consider. If your estate isn’t set up properly, your hard-earned assets could end up with someone you didn’t intend, like an ex-spouse! 😱 Plus, those who do inherit could face tax implications. Are your end-of-life plans set up to reflect your wishes? #Taxes #EstatePlanning

High earnings often place attorneys in high tax brackets, but that doesn't have to mean exorbitant tax bills. With advanced tax strategies, you can effectively manage these liabilities and keep more of your income. We implement tax-efficient plans that optimize their financial outcomes. Let's explore how you can reduce your tax burden and enhance your savings. Visit My Website: https://lnkd.in/em3sDN-F #HighTaxBrackets #TaxStrategy #AttorneyFinance

💰 What is a dependent? ➡️ When it comes to taxes, a dependent is someone who relies on a taxpayer for financial support. If you have a dependent, you may be eligible for tax breaks. Need help? Book a consultation with us! 👉 https://bit.ly/3qROZXY #Tampabaybusinesses #TrinityFLbookkeeping #TrinityFLbusinesses

Tax Tips to consider before end of year!

While estate taxes might not be a concern, there are still important financial responsibilities you need to consider. If your estate isn’t set up properly, your hard-earned assets could end up with someone you didn’t intend, like an ex-spouse! 😱 Plus, those who do inherit could face tax implications. Are your end-of-life plans set up to reflect your wishes? #Taxes #EstatePlanning

Did you know that 82% of financial advisers’ clients fall into the higher rate or additional rate taxpayer category? Yet, surprisingly, 40% of advisers don’t routinely explain the benefits of tax efficiency when it comes to investments.   That’s why we’ve curated comprehensive tax planning scenarios to help facilitate meaningful conversations and informed decision-making.   Discover more - https://lnkd.in/e66hQk_G Tax treatment depends on individual circumstances.