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We provide tax, financial, succession planning, wealth management, & retirement services to business owners, executives & high income earners who live
taxandfinancialplanning.net
Lower Investment Taxes | Tax and Financial Planning
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5 Paths To Lower Investment Taxes. When it comes to investing, there are numerous elements beyond your control: geopolitical conflict, currency fluctuations, and government policy –. Just to name a few. Rather than worrying about these external factors, focus your energy on those things you can control, such as proper diversification, low fees, and reducing your taxes as much as possible. With that in mind, here are five ways you can lower your investment tax burden today:. Maximizing your investment tax...
Lower Your State Tax Liabilities With A Trust | Tax and Financial Planning
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How To Lower Your State Tax Liabilities With A Trust. Nationwide tax policy might garner the most media attention, but state tax liabilities should never be ignored. By concentrating solely on federal taxes, you risk missing out on opportunities to reduce your state tax burden. A trust can be a particularly useful tool for state tax planning, with the potential to generate significant tax savings. Why Use A Trust? How To Use A Trust. Proceeds: $1,000,000. Cost Basis: $100,000. Capital Gain: $900,000.
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Get a sound point of view about what may be right for your unique situation. There is no cost to you, and no obligation to follow any of the investment recommendations. During your Personal Portfolio Review, we will:. Discuss your goals, both short-term and long-term. Evaluate your current investments relative to your goals. Identify opportunities to mitigate your tax obligations and preserve wealth. Get specific recommendations and next steps.
Insights | Tax and Financial Planning
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5 Paths To Lower Investment Taxes. When it comes to investing, there are numerous elements beyond your control: geopolitical conflict, currency fluctuations, and government policy – just to name a few. Rather than worrying about these external factors, focus your energy on those things you can control, such as proper diversification,. 10 March, 2016. How To Lower Your State Tax Liabilities With A Trust. 15 March, 2016. It’s Time to Rethink Your Credit Shelter Trust. 23 May, 2016. A little advance plannin...
Tax Strategies For Your Estate Plan | Tax and Financial Planning
http://taxandfinancialplanning.net/2016/03/15/smart-tax-strategies-for-your-estate-plan
Smart Tax Strategies For Your Estate Plan. When it comes to taxes, a little planning goes a long way. Here are some of the best strategies available today for minimizing gift and estate taxes:. Transfer Wealth During Your Lifetime. Control The Time Period. Transfer Wealth From Illiquid Assets. Provide For Your Children From A Previous Marriage. The most flexible marital trust – the qualified terminable interest property (QTIP) trust. Lower Your Gift Taxes. Tags: estate planning services san jose, estate ...
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What Portability Can (and Can’t) Do for Your Estate Plan | Werba Rubin
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Find out why your missing out on opportunities for enjoyment and financial well-being while exposing yourself to unnecessary risks by downloading our white paper. Income and Asset Protection. Trust and Fiduciary Services. Business Owners and Entrepreneurs. Video: Fiduciary vs. Broker.
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Find out how to retire on your terms and live comfortably by downloading our free white paper. Income and Asset Protection. Trust and Fiduciary Services. Business Owners and Entrepreneurs. Video: Fiduciary vs. Broker. Advisor Services through Werba Rubin Advisory Services, LLC. Securities transactions are offered through a non-affiliated entity, Loring Ward Securities Inc., member FINRA/SIPC. WR 16-007 (03/18) 2016 Werba Rubin Advisory Services, LLC.
Our Philosophy | Werba Rubin
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For our clients, preservation of wealth is the principal, fundamental piece of their financial. Well-being. The success or failure of their investment portfolio is closely linked with their most. Deeply held dreams and aspirations. While we believe investments are an important piece of your financial life, we also know there are other vital areas that must be addressed to ensure that there are no gaps in your total financial picture. Click here for our Structured Investing brochure.
How To Minimize Your Capital Gains Tax Burden | Werba Rubin
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Find out how to minimize your capital gains tax by downloading our white paper. Income and Asset Protection. Trust and Fiduciary Services. Business Owners and Entrepreneurs. Video: Fiduciary vs. Broker. Advisor Services through Werba Rubin Advisory Services, LLC. Securities transactions are offered through a non-affiliated entity, Loring Ward Securities Inc., member FINRA/SIPC. WR 16-007 (03/18) 2016 Werba Rubin Advisory Services, LLC.
How To Do A Backdoor Roth IRA | Werba Rubin Blog
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You are here: Home. Raquo; How To Do A Backdoor Roth IRA. How To Do A Backdoor Roth IRA. Updated on September 22, 2016. In 2010, the income limits applicable to Roth IRA conversions were removed. Since then, higher-income individuals who aren’t eligible to make Roth contributions have had the ability to make an indirect (backdoor) contribution instead. How To Convert A Non-Deductible IRA. If the front door is closed, why not check and see if the back door is still open? Avoiding The IRA Aggregation Rule.
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The future is uncertain. Therefore having a forward looking plan is crucial. Werba Rubin Wealth Management can help you gain a clear perspective on your options and put in place a flexible, far-reaching plan to account for most major contingencies. We make a serious commitment of time and resources to each client and pride ourselves on providing a truly exceptional level of value and service. Our process involves five major steps: hover over each step for a detailed overview. The main reason why our clie...
Services | Werba Rubin
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AN INTEGRATED APPROACH TO YOUR GOALS. With success comes complexity. It can be challenging to get an accurate picture of where you stand. And that may mean lost opportunities as well as possibly compromising your future goals. The critical financial areas we help you address include:. Balancing your current and future needs. Maintaining your lifestyle in retirement. Estate planning opportunities with retirement plans. Effective stock option exercise strategies. Charitable trust planning and structuring.
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United Tax & Financial Services, LLC : Home
Retirement and Planning Tools. United Tax and Financial Services, LLC. Main Office: West Palm Beach. 603 Village Blvd Suite 302. West Palm Beach, FL 33409. By using this site you agree to the Terms of Service. August 14, 2015. Welcome to our website! Our Online Office brings tax and financial services directly into your home or business, enabling you to more actively participate in your financial management. You can:. Use the Financial Calculators. Register Your e-mail Address.
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Tax and Financial Planning. Retain more of your money and reduce your tax obligation. Find out how much you’re over paying in taxes and what you can do to avoid tax penalties, hidden investment fees and estate planning mistakes. Certified Financial Planner: We provide tax, financial, succession planning, wealth management, retirement and investment services to business owners, executives and high income earners who live and work in California. How To Lower Your State Tax Liabilities With A Trust. Lowerin...
Tax & Financial Pro
Tax and Financial Strategies, LLC. Concierge Service Without the Premium Price! As Seen on Fox2 Detroit. Start Thinking About Your. The IRS estimated that over $1 Billion in deductions and credits are missed each year. There were last minute tax law changes again this year so it pays to work with someone who is willing to listen and help you achieve your goals. Tax planning efforts now can help improve your tax situation for next year. It pays to work with someone you can trust! Avoid the "Tax Potholes"!
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Tax and Financial Services. This page currently under construction. Thank you for your interest, please check back in with us soon! Tax and Financial Solutions is a tax and bookkeeping firm offering year round tax preparation, representation, bookkeeping and payroll services to Smith Mountain Lake, Lynchburg, Danville, and the surrounding areas. Welcome to our site! Free Google Sites Templates by Sites SOS Templates. Pictures used in this template are in the public domain: Time Is Ticking.
Accounting, Tax and Financial Services, LLC
How We Are Different. Accounting, Tax and Financial Services, LLC. Accounting, Tax and Financial Services, LLC (ATNF Services, LLC), is a full service Maryland based accounting company, providing a wide range of accounting, auditing, business and individual tax, and business consulting services. ATNF employs innovative techniques to assist its clients achieve their business goals by process improvement, job costing, and reengineering. We also provide technical expertise regarding all aspects of sales tax...
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Personal service and expertise. Obtaining goals now and into the future. For all your tax, bookkeeping, insurance and real estate needs. If you don't necessarily love doing your taxes, you've come to the right place. Whether you need someone to crunch your numbers, are looking for a competitive insurance quote or need a new home, I would love to assist you. I can offer you complimentary insurance quotes and market analysis reports in your real estate market. Just ask me! Check out the Tax Pocket.
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