2019 Tax Planning Strategies: Expert Tips & Guidance

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There is still time to implement some great tax planning ideas for 2019. While many planning tools remain similar to last year, the IRS has issued new guidance that could affect your tax situation. Learn more about Charitable Contributions, Standard vs. Itemized Deductions, Medical Expenses, Standard Mileage Rates, Qualified Business Income Deduction, New Guidance Regarding Virtual Currencies, Estimated Tax Payments, Capital Gains/Losses, 2019 Bonus, Passive Activity, 529 College Savings Plans, Gifts.

When Wealth Becomes a Reality

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Whatever the circumstances, with newly created or realized wealth comes great responsibility, significant complexity and potentially unsettling emotions. Handling this responsibility effectively can help ease your financial stress, simplify the associated burdens, and enable a more gratifying life experience.

Can I Live to 100 with Money to Spare?

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That goal sounds great; however, retirement and longevity planning can be difficult. While our future is filled with a host of unknowns (family needs, life span, capital market returns, inflation), they should never prevent you from creating a plan. Retirement planning no longer adheres to old methods, outdated assumptions or simple rules of thumb. Here are some big picture concepts that retirees or future retirees should keep in mind when beginning the planning process.

Including ‘Equity Compensation’ as Part of Your Total Financial Picture and Its Tax Implication

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Equity compensation is pay in the form of company ownership or stock. It can be awarded instead of, or in conjunction with, regular cash compensation. Many employers consider equity to be a way of aligning an employee’s interest with the goals and growth of the company. It could take the form of: Restricted Stock, Stock Options, Employee Stock Purchase Plans, Stock Appreciation Rights, and Phantom Stock. We will focus on the most common types, Restricted Stock and Stock Options, looking at the top factors to consider.

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