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Tax Planning

Monthly Economic Update, October 2022

Submitted by Kaizen Financial Advisors, LLC on October 7th, 2022

 

This Month’s Recap

  • Stocks dropped as bond yields rose
  • Recession fears pushed investors to the sidelines
  • New home sales climbed 28.8 percent; the second biggest increase on record

 

Tags:
  • Investments
  • Market Analysis
  • Tax Planning
  • Read more

Retirement In Sight, March 2022

Submitted by Kaizen Financial Advisors, LLC on March 25th, 2022

 

 

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

Tags:
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Read more

Q4 Economic Recap

Submitted by Kaizen Financial Advisors, LLC on January 14th, 2022

 

 

Q4 RECAP

Tags:
  • Investments
  • Market Analysis
  • Tax Planning
  • Read more

2022 Contribution Limits

Submitted by Kaizen Financial Advisors, LLC on December 3rd, 2021

 

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022.

 

Key Changes:

Tags:
  • Financial Tips
  • Retirement Planning
  • Tax Planning
  • Read more

2021 Charitable Giving

Submitted by Kaizen Financial Advisors, LLC on November 5th, 2021

 

As the end of the year approaches, you may be considering a charitable contribution. Did you know that many charities accept transferred securities as a donation? This is just one opportunity that could result in a tax benefit to you and a larger gift to your charity.

Here are a Few Giving Opportunities:

Tags:
  • Financial Tips
  • Tax Planning
  • Read more

Washington Cares Fund - Exemption Details

Submitted by Kaizen Financial Advisors, LLC on September 24th, 2021

 

The window to begin exempting yourself from Washington’s Long-Term Care Tax is quickly approaching. The Washington State Employment Security Department (ESD) will begin accepting applications for exemption on October 1, 2021. Please review the steps to apply for exemption below.

Tags:
  • Financial Tips
  • Insurance
  • Tax Planning
  • Read more

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

 

Tags:
  • Tax Planning
  • Read more

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.

 

Tags:
  • Financial Tips
  • Tax Planning
  • Read more

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.

 

Tags:
  • Financial Tips
  • Retirement Planning
  • Tax Planning
  • Read more

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?

 

Tags:
  • Financial Tips
  • Tax Planning
  • Read more

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