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Tax Planning

I.R.S. Delays Tax Filing, Payment Deadlines

Submitted by Kaizen Financial Advisors, LLC on March 26th, 2021

 

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3

 

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How to Prepare for Tax Season

Submitted by Kaizen Financial Advisors, LLC on January 29th, 2021

 

In this article, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this is for informational purposes only and is not a replacement for professional advice, so make sure to consult your Kaizen Advisor, tax, legal, and accounting professionals before modifying your strategy.

 

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2021 Limits for IRAs, 401(k)s and More

Submitted by Kaizen Financial Advisors, LLC on October 30th, 2020
 
 

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

 

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Preparing in Advance

Submitted by Kaizen Financial Advisors, LLC on October 16th, 2020

 

The differences in tax policy between Presidential candidates Donald Trump and Joe Biden are pretty significant.  Current polls show the Democratic candidate with a substantial lead, which suggests we should prepare for the possibility of a different tax regime in 2021.  But what, specifically, should we evaluate as the elections approach?

 

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