Income Tax Planning Archives | Global Wealth Advisors Live More Worry Less - Personal Wealth and Business Solutions Wed, 13 Nov 2024 15:48:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://gwa.dev3.square205.com/wp-content/uploads/2024/09/GWA-Favcon.png Income Tax Planning Archives | Global Wealth Advisors 32 32 Avoiding Capital Gains https://gwa.dev3.square205.com/podcast/avoiding-capital-gains/ Thu, 15 Feb 2024 20:25:45 +0000 https://gwa.dev3.square205.com/?post_type=podcast&p=43718 In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income […]

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]]> In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tax Strategy Guide.

Watch the video podcast version on YouTube

Find it Fast:  Avoiding Capital Gains Tax

Capital Gains Tax
00:00—Intro
01:11—When are you taxed?
04:51—Tax loss harvesting
06:48—Wash sale strategy
08:31—Two ways to avoid capital gains tax entirely

Something or Nothing
12:53—Elon Musk ditching Delaware
16:56—Maersk suspended dividend
19:01—KoBold startup finds massive copper deposit
21:10—Turkey hyperinflation
24:43—CAPE ratio  

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about avoiding capital gains, listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY “Ruff”

Find us: LinkedIn | Facebook  | Instagram | X (Twitter)| YouTube

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]]> Tax Avoidance Strategies https://gwa.dev3.square205.com/podcast/tax-avoidance-strategies/ Wed, 12 Jul 2023 20:11:14 +0000 https://gwa.dev3.square205.com/?post_type=podcast&p=40751 When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the implications for taxpayers and which increases and reductions are going to catch people off guard. They also discuss a […]

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]]> When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the implications for taxpayers and which increases and reductions are going to catch people off guard. They also discuss a few tax avoidance strategies that people can begin adopting now. Watch for more tax strategies in our next mid-month podcast in August. You can also get a free copy of our tax strategy guide by signing up at: http://eepurl.com/dEbIFX

Watch the session on YouTube.

Find it Fast: Tax Avoidance Strategies

Tax Avoidance Strategies:
00:00—Intro
01:05—End of the Trump tax cuts end of 2025
02:30—Which increases and reductions are going to catch people off guard?
03:30—Strategies you can adopt now and later

Roleplay:
08:36—Bank of America discrepancies and potential bailout
10:36—Santander windfall profit tax
12:00—Fed interest rates continue or pause
13:03—Lower CPA exams

Central Bank Roundup:
15:15—Bank of Germany bond hit
19:11—Dollar dominance and the debt issue
22:20—Bank of Japan currency intervention

Get our handy list of 12 tax reduction strategies.

Listen in to the Your Money Momentum podcast published twice monthly. If you like the tax avoidance strategies episode, check out our previous show Midyear 2023 Update or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY “Ruff”

Find us: LinkedIn | Facebook  | Instagram | Twitter  | YouTube

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