Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

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Tag: tax planning

Year-End Tax Planning Issues
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Year-End Tax Planning Issues

Article Highlights: Benefits Sunsetting After 2021 Benefits Sunsetting After 2022 Not Needing to File May Be an Opportunity Maximize Education Tax Credits Employer Health Flexible Spending Accounts Maximize Health Savings Account Contributions Roth IRA Conversions Avoid Required Minimum Distribution (RMD) […]
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Fall Tax Planning May Be Wise
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Fall Tax Planning May Be Wise

Taxes are like vehicles in that they sometimes need a periodic check-up to make sure they are performing as expected, and if ignored, can cost you money. That is true of taxes as well, especially for 2021, as the pandemic […]
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Mid-Year Tax Planning Checklist
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Mid-Year Tax Planning Checklist

All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or financially assist them. Mid-year is the perfect time for tax planning. The […]
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Retirement and Financial Tax Planning
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Retirement and Financial Tax Planning

Planning and saving for retirement takes dedicated plans and effort. It’s important to consider the tax implications of building your nest egg, as well as of using that egg during those golden years. Join Squire tax experts, with Squire Wealth Advisors as they discuss the tax implications and basics of […]
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Tax Efficiency Solutions
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Tax Efficiency Solutions

All transactions have a tax implication to them. Understanding the details and goals of a transaction can help provide ways to consider how to manage the tax outcome. Join Squire and Squire Wealth Advisors in this free webinar discussing tax efficiency within investments, buying/selling a business, tax credits and incentives, […]
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Tax Forecasting and Budgeting
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Tax Forecasting and Budgeting

Your life scenarios change all the time; whether it’s from unexpected income changes, starting a business, or investment opportunities. These things, and more, could impact your tax situation. Adding tax forecasting and budgeting as a regular part of your business and personal strategic planning can provide insights and information to […]
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