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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Strategies and Considerations for Personal Tax Planning in 2024

As we approach 2024, it’s essential for individual taxpayers to stay informed and prepared for their tax planning. This article covers several key areas:

  1. Important Dates and Deadlines: Understanding deadlines like April 1 for first-time required minimum distributions (RMDs) and April 15 for tax filing is crucial.
  2. IRS Inflation Adjustments: These adjustments help manage the impact of inflation on taxes and keep income within expected ranges.
  3. Tax Planning Strategies:
  1. Standard Deduction vs. Itemization: Evaluate whether to use the standard deduction or itemize, considering the changes made by the Tax Cuts and Jobs Act.
  2. Tax Brackets: Assess if you’ll stay in the same tax bracket as the previous year and explore tax-reduction strategies.
  3. Long-Term Capital Gains: Understand the benefits of holding investments for over a year and the impact of the net investment income tax.
  1. Maximizing Tax-Advantaged Accounts: Leverage retirement accounts and Health Savings Accounts (HSAs) for tax benefits.
  2. Considering Other Inflation Adjustments: Look into specific adjustments relevant to your financial situation.

For more detailed guidance on tax planning for 2024, read the full article. If you need personalized assistance with your tax planning, consider reaching out to Omni360 for expert advice and solutions tailored to your unique financial needs.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more