The Crescent Way Methodology is framed in a model to guarantee high quality
Tax Planning
Wed, Nov 17
|Online
The mission of this program is to help you develop a plan to achieve your personal version of Financial Freedom. Financial Freedom is defined as an income stream that you cannot outlive, and this program will help you create a plan to achieve this level of financial security.
Time & Location
Nov 17, 2021, 2:00 PM – 3:00 PM EST
Online
About the event
Although this may seem like an impossible goal, anything is possible with a little education and a lot of your own commitment.
This month we will discuss the single largest line item on your budget every year: Uncle Sam’s share of your income. We will review some basics of how taxes work, and discuss the latest tax planning strategies you may consider prior to the end of the year.
How taxes work
a) Federal Tax rates and how your taxes are calculated
b) Payroll taxes
c) State taxes
Tax Deductions
a) The standard deduction
b) Itemized deductions, and when/ how to maximize
Taxes on your Investments
a) Year-end tax transactions to reduce your tax bill
Planning considerations