Tax Issues
Maximize Tax Opportunities: Think Differently, Be Purposeful, Achieve More
Maximize Tax Opportunities: Think Differently, Be Purposeful, Achieve More When it comes to optimizing your tax strategy, it’s not just about avoiding errors – it’s about seizing opportunities to build a better financial future. As business owners, you hold the keys to a complex tax landscape that can offer substantial long-term gains and strategic deductions.…
Read MoreNavigating the Complexities of Tax Planning: Our Holistic Approach to Maximizing Your Wealth
Tax planning is an essential part of personal and business planning. No one wants to pay more taxes than they have to, but navigating the complex tax code can be overwhelming. That’s why having a tax planning philosophy and annual tax due diligence process helps guide decisions, reduce tax liabilities over your lifetime, and provides…
Read MoreSimplify365 – A Planning Approach To Reduce Your Tax Burden
Exciting improvements are ahead for Vance Wealth this year, and one of the opportunities we’re most excited to announce is Simplify365 – a new business offering designed to help business owners simplify their planning approach to life and business. This new program is designed to help busy entrepreneurs carve out the time they need to…
Read MoreTax Tips: Why saving more right now isn’t always the best
Most people have one goal when it comes to taxes: Pay as little as possible on the next tax return. However, that isn’t how you save the most – or achieve the most – in the long-run. In fact, at Vance Wealth, we believe paying taxes is the goal. Why? It means you’re successfully growing and earning more over…
Read MoreTax Planning: The Crucial Step You Don’t Even Know You’re Missing
If you’re seeing your accountant only to file your taxes, then you’re missing one of the most important steps in preserving wealth. Here’s the crucial step that could help you save — now more than ever. What’s tax planning? Tax planning is typically the thing that just doesn’t get done regarding your finances. As a…
Read MoreAchieve More: Entrepreneur Edition – 3 Tax Strategies To Help Your Business Save In The Long Run
At the end of each year, most business owners file their taxes with one simple goal: to save as much as possible on the next return. But at Vance Wealth, we take a different approach to tax planning. Of course, we use creative tax strategies to help our clients maximize their savings each year, but…
Read MorePatti’s Perspective: 5 Tax-Saving Tips that must be applied by year end.
As we head into the Fall, my favorite time of year, I’m all about the pumpkin spice. Yes, I’m one of those- I love everything pumpkin! Don’t judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end:…
Read More8 Tax-Saving Tips That Must Be Applied Before Year-end
Here are eight essential tax-saving tips that must be implemented before year-end. If you want to maximize your tax benefit in 2021, you must act soon. 8 Tax-Saving Tips That Must Be Applied Before Year-end It’s important to understand that these tax-saving tips will only save you money if they are right for you. There are some…
Read MorePlanning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options
At Vance Wealth, one of our most important responsibilities is not simply preparing for life’s uncertainties, but help anticipating them before they occur. This year, that’s especially important when it comes to tax planning. The Biden Administration has proposed changes to our tax policies that, if enacted by Congress, would likely have a significant impact on tax…
Read More2021 – Q3 Market Update
We hope you are all enjoying your summer! It is another hot one in Southern California, almost as hot as the real estate market. I know the Vance Wealth team has been trying to beat the heat by heading to the beach or spending time in the pool this summer. However you are trying to…
Read More