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When considering sources of supplemental installment income, have you thought about a Deferred Sales Trust? At Reef Point, we are ready to meet with you to determine your financial goals and provide the solution to deferring your capital gains taxes while offering a path to an additional source of income. To learn more, visit our website or schedule a meeting to talk strategy. https://bit.ly/2Bc8uQU #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions

By recognizing the impact of fund withdrawals for taxes, advisors can proactively tailor strategies to minimize tax burdens and maximize returns for clients. Engaging with this aspect of financial management demonstrates a commitment to holistic client support and strengthens advisor-client relationships.

Year-End Financial Strategy #7: Tax Loss Harvesting If you have sold assets and realized a gain on those sales, you may owe capital gains taxes. If you have investments currently trading at a loss (and which you have owned longer than 30 days), it might be advantageous to consider selling those securities to capture the loss. Doing so can allow you to offset capital gains (up to the amount of the loss). Learn more about tax loss harvesting and all 7 financial planning strategies for year end. >> https://lnkd.in/g5EEhDM9

Are you missing out on opportunities for additional income, tax savings, wealth accumulation, etc? Would you know what they looked like if you saw them or how to utilize them? Contact the advisory team at Sound Wealth Management at 941.932.4822 for a no obligation financial planning consultation to see what opportunities may be appropriate for you. #trustedadvisor #financialadvisor #financialplanning #financialplanning101 #wealthmanagement #taxsavings #wealthaccumulation #FinancialOpportunity #soundwealth #soundadvice #soundwealthmanagement

Just like a winning bracket, maximize your ROI with cost segregation! 🏀 Our team can help you identify hidden tax savings within your commercial property, turning your tax strategy into a slam dunk! 🚀 Explore the court of financial opportunities with strategic cost segregation and score big on tax benefits. 🏆💼 Don't let March Madness be just for basketball – let's make it a season of financial victories too! Reach out today and let's strategize for success. 📈💰 #CostSegregation #TaxSavings #MarchMadnessFinance #CommercialProperty #ROIBoost #SmartInvesting #TaxStrategy #FinancialVictory #WealthBuilding #WinningTogether

Roth IRAs provide tax-free income - if the rules are followed! Denise Appleby, writing for morningstar.com, shares two easy steps to help determine if your Roth IRA distribution is tax-free.

Are you aware about the impact your choice of ownership structure has on your long-term returns and tax deductions as a property investor? Register for Rise High Financial Solutions' upcoming seminar to learn this and much more for free! Our team of experts will be here on the 8th of May to guide and empower you on the exciting journey to building long-term wealth. Save the date! https://lnkd.in/gAVYDdPP #RiseHigh #AdelaideSeminar #Propertyinvestment #PropertyInvestor #OwnershipStructure #PropertyMarket #PropertyInvestmentSeminar

“Financial planning is simple. Buy a couple of index funds and call it a day” Sure, that’s one strategy. However it’s not a plan. You are not thinking about: - how much you need to save to retire on time/become financially independent - what to do with your bonuses e.g. RSUs - what accounts/tax shelters to use - how to best draw from those accounts - how to optimise tax brackets - what insurances you need - and so much more

#WEEKENDWEALTH – 💸✨ Ready to boost your cash flow? Uncover the secrets of strategic tax planning in our latest reel!📽 💡Learn how partnering with a CPA goes beyond numbers—they evaluate your goals, spot passive income streams, and guide you to the right investments 🚀💰 Say goodbye to financial stress and hello to a smart tax plan! 📊👩💼 🎬🌟 #TaxPlanning #SmartInvesting #Cashflow #Investing #CPAInsights #FinancialFreedom #InvestingTips #RealEstate

🚀 Exciting news from the latest Federal Budget for everyone involved in asset finance! The government has extended the asset finance tax write-off into 2025. This is a fantastic opportunity for businesses to continue investing in new assets while benefiting from significant tax deductions. Asset finance brokers, this is your moment to shine: 1. Educate your clients - keep them informed about the extended tax benefits and how it can impact their business investments. 2. Review financial strategies - help clients reassess their financial strategies to maximise the benefits from this extension. 3. Promote flexible financing options - highlight the advantages of asset finance as a tool for business growth and resilience. How are you planning to leverage this extension? Are there other actions you are considering to take full advantage of this? Share your insights and strategies below! #ConnectiveAssetFinance #AssetFinance  #FederalBudget2025  #TaxWriteOff  #BusinessGrowth