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1. kpmg.com › us › en2024 Personal Tax Planning Guide - KPMG

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   Prepared by professionals from the Washington National Tax office, the KPMG 2024 Personal Tax Planning Guide provides information and planning tips to help you make sense of the complex and ever-evolving array of U.S. federal tax rules affecting individuals and their closely held businesses.

2. www.nerdwallet.com › article › taxes7 Tax To-Dos Before End-of-Year - NerdWallet

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   13 lis 2023 · Create a plan for your filing status, deductions, retirement contributions, HSA, FSA or tax loss harvesting, and estimate what you owe.

3. www.schwab.com › learn › storyTax-Planning Strategies to Consider Before Year-End - Charles...

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   10 paź 2024 · From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

4. www.fidelity.com › learning-center › wealth-management-insightsYear-end tax-planning tips for 2024 - Fidelity Investments

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   6 dni temu · With the end of the year fast approaching, a little year-end housekeeping could help lower your taxable income, maximize your charitable deductions, and reduce exposure to future taxes.

5. turbotax.intuit.com › tax-tips › tax-planning-and-checklistsTop 8 Year-End Tax Tips - TurboTax Tax Tips & Videos

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   16 paź 2024 · OVERVIEW. Learn these top 8 year-end tax tips in order to maximize your tax refund or minimize the taxes you owe. TABLE OF CONTENTS. Act before December 31 to increase your tax breaks. 1. Defer your income. 2. Take some last-minute tax deductions. Click to expand.

6. www.cbh.com › insights › articles2023 Year-End Tax Planning Checklist for Individuals

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   Evaluate the impact of 2024 income/deductions on actions in 2023. Confirm year-to-date withholding and estimated tax payments. Calculate the tax due for the fourth quarter of 2023 and April 15, 2024. Eliminate an April surprise balance due. Consider investments in assets eligible for 80% bonus depreciation in 2023, including real estate through ...

7. www.bdo.com › insights › tax2024 Year-End Tax Planning Guide | BDO - BDO USA

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   29 paź 2024 · With some of the changes enacted under the Tax Cuts and Jobs Act scheduled to expire at the end of 2025, keeping up with tax developments is critical to maintaining an effective and comprehensive tax strategy. Our year-end tax planning guide identifies key tax strategies and other tax developments businesses should consider as they close out ...