Are you looking to maximize your charitable contributions and gain significant tax benefits before the year ends and going forward? Look no further! In this episode, we uncover a powerful tax strategy involving appreciated stocks. Learn how donating stocks held for over 12 months can let you 'double dip' into tax deductions, allowing you not only to avoid reporting income from the stock's gain but also to claim a charitable tax deduction. We'll guide you through the nuances of this strategy, ensuring you leverage these benefits to their fullest.

🔍 What You'll Learn:

• Appreciated Stock Donations:

Get an in-depth understanding of how donating appreciated stocks can lead to substantial tax benefits.

• Avoid Capital Gains:

Learn how you can bypass the need to report income from the gains of your appreciated stocks.

• Charitable Tax Deductions:

Explore how to claim a tax deduction for the full market value of the donated stock.

• Strategic Timing:

Understand the importance of timing in maximizing your tax benefits before the year-end and going forward!

I've put together this FREE resource for you:

7 Write-Offs Every S-Corporation Business Owner MUST Know
🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

Ready to start saving money on your taxes?
☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

*Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

As the year rapidly approaches its close, it's time for business owners to gear up their tax planning.

This episode is crafted with insights directly from your peers - uncovering the rest of the top 5 tax strategies that every business owner should know as they wrap up the fiscal year.

What's Inside:
➡️Strategies for Buying a Business: Delve into the tax implications and advantages of acquiring a business. This strategy is particularly beneficial for entrepreneurs considering expansion or new ventures.
➡️Navigating Pass-Through Entity Taxation: A deep dive into the world of pass-through entity taxation. Discover how it affects your business and how to use it to your advantage, especially for S-corp and similar entity structures.
➡️Owner Health Insurance Tax Strategy: Uncover how to effectively leverage health insurance for significant tax savings. This strategy is a game-changer for business owners looking to optimize their expenses.
➡️S-Corp Owner Tax Strategy: Tailored advice for S-corp owners. Learn specific strategies to maximize your tax benefits and reduce liabilities as the year ends.


🚀 Take Your Tax Planning to the Next Level!
Whether you're a seasoned entrepreneur or newly venturing into the business world, these top 5 strategies are essential for your year-end tax planning. Get ahead of the game and ensure you're making the most of your financial decisions.

I've put together this FREE resource for you:

7 Write-Offs Every S-Corporation Business Owner MUST Know
🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

Ready to start saving money on your taxes?
☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

*Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

"Unpacking the Augusta Tax Strategy! 🏠💼 Dive into the recent development where IRS Audits Augusta Rules and Wins. The Augusta Tax Strategy has long been a favorite among property owners and business professionals. But what happens when the IRS challenges it?

Covered in this episode:

- A deep dive into the background of the Augusta Tax Strategy and its benefits.

- Insights into the IRS audit, the key arguments, and the final verdict.

- What this means for you: the implications, potential changes, and actionable advice.

Whether you're a seasoned real estate professional, a business owner, or just someone keen on tax-saving methods, this episode is a must listen. Understand the changes, protect your interests, and strategize better with our comprehensive breakdown.

Don't forget to hit the subscribe button for more in-depth analysis, updates, and strategies in the world of tax planning and financial management.

I've put together this FREE resource for you:

7 Write-Offs Every S-Corporation Business Owner MUST Know
🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

Ready to start saving money on your taxes?
☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

*Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...