Posts Tagged ‘tax planning’
Quarterbacking Your Financial Future
How Vance Wealth Acts As The Quarterback Of Your Financial Future When it comes to securing your financial future, assembling a trusted team is crucial. At Vance Wealth, we take pride in acting as the quarterback of that team, leading the way in collaboration with your accountants, attorneys, insurance specialists, estate planners, business advisors, and…
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 MoreTurn Sudden Wealth Into Forever Wealth
We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real?…
Read More2022 – Q1 Investment Update
Dear Clients and Friends, 2021 was a banner year for equities, as enormous fiscal and monetary stimulus through the pandemic supported the strongest economic and earnings growth in decades during the reopening. The S&P 500 Index experienced minimal volatility while returning 28.71% (largest intra-year pullback being just 5.2%), though there was plenty of action beneath…
Read MoreAchieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth
Most business owners have one goal when it comes to taxes: Pay as little as possible this year. 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 time.…
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 More10 Tax Saving Tips That Must Be Applied Before 2021
We’ve got some great tax-saving tips for you, but they require action before the end of the year. There are only a few weeks left of viable tax planning time in 2020, so let’s dive right in. Do You Need To Act Now? You may need to pivot your tax plan before the end…
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