From maximizing your retirement accounts to donating to your favorite charity, here are four essential year-end tax planning strategies to help you slash your tax bill. Contribute as much as ...
Got a great question from a reader. It goes like this: What are some effective end-of-year tax planning strategies that can help me reduce taxable income right now? Levine: Sure. Well, I think it ...
With the end of 2024 quickly approaching, Levine advises starting year-end tax planning now. Tax planning often revolves around the idea of "push and pull." This involves strategically timing ...
The end of the year is always a great time to maximize clients’ tax savings and make sure they aren’t leaving any opportunities on the table, said Jeff Levine, chief planning officer at ...
Other year-end tax strategies, such as tax-loss selling and charitable giving ... If they have a younger spouse or partner, they can still use their contribution room after 2024 to contribute to a ...
Jamie Golombek, managing director, tax and estate planning with CIBC Private Wealth. Each year, towards the end of the year, we talk to clients about year-end tax planning. And we talk about the ...
With just six weeks to go before Dec. 31, now is the perfect time to begin your year-end tax planning. (Credit: Getty Images/iStockphoto) With just six weeks to go before Dec. 31, now is the perfect ...