Consider These Year-End Tax Moves For Business-Owner Clients | Financial Advisor Magazine
Brett Walters, financial planner at TBH Advisors, discusses end-of-year tax moves for business owners with Jeff Stimpson at Financial Advisor Magazine. “Currently, businesses can write off up to 80% of the purchase price of an asset placed into service within the calendar year and depreciate the remaining 20% over the next several years,” explains Walters. […]
Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor Magazine
Brett Walters, financial planner at TBH Advisors, joins Jeff Stimpson at Financial Advisor Magazine to provide end-of-year tax considerations for wealthy clients as 2023 comes to a close. “Wealthy taxpayers, specifically those whose net worth exceeds $12 million, would be well-served by employing a prudent and appropriate gifting or trust strategy to begin shifting assets […]
