Tag: Year-end tax tips

Last-minute Tax Reminders

Every once in a while, I find myself looking over a well-off individual’s tax return that shows they have no taxable income. However, the person could have generated even more tax-free capital gains or IRA distributions (if they were over age 59 ½) and still showed zero taxable income. Unfortunately, they hadn’t done any planning during the current year to take advantage of these kinds of tax mitigation strategies. Don’t let this happen to you. In fact, I’ve got six powerful tax-saving tips for you to consider before year-end.

7 Year-End Tax Tips

What’s the biggest difference between December and April, besides the weather? That’s right, December is tax savings month, whereas April is tax paying month. Here are seven of my favorite tips for being tax savvy and proactive.

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