Reduce Taxes with Charitable Planning
With the income tax return filing deadline just around the corner, many clients are looking for ways to save on their tax bills. While options for clients to save on last year's taxes are limited, now is a great time to discuss strategies to help clients reduce their income and other tax liabilities for future years.
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Important Tax Considerations in Estate Planning
While estate tax planning is not as relevant today as it once was, estate planning is an essential factor in minimizing income tax burdens for clients, their families, and their businesses. To truly understand how estate planning can help clients with other tax concerns, clients must first understand some basic tax concepts, such as income tax basis, carryover basis, and step-up basis or basis adjustments.
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Quiz: How Much Do You Know About Taxes
Test your tax knowledge with this short tax quiz.
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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013
This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.
