Strategies for Tax Returns [Video]

Filing your tax return is all about how you prepared throughout the year. Here are often missed strategies for tax returns, from child education credits to trust rules and safe harbors.

Strategies for Tax Returns

Here’s the thing: anyone can file your tax return . . . but it’s the planning you do through out the year that creates the results you want. If you are tired of worrying about your taxes every April, now is the perfect time to start planning.

After tax season though, we do have a couple strategies for tax returns.

They have to do with . . .
👉 Inherited IRAs
👉Trusts
👉Children and Education
👉Required Minimum Distributions
👉Safe Harbors

Watch our video to learn about each!

More Resources

Listen to our full conversation in episode 43, “2023 Tax Review and 2024 Tax Planning,” from the Behind the Designs podcast.

If you have more questions, then reach out! We specialize in complexities like executive compensation, tax planning, and investment management. Our team would love to see how we can help bring confidence to you and your family’s finances.

Thanks for watching!