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Tax Planning Strategies

Avior Wealth Management / Insights  / Planning Insights  / Tax Planning Strategies (Page 3)
two men at a table reviewing tax law changes for 2024

IRS Updates for 2024

The IRS has made a few important updates to tax regulations for 2024. Find out what’s changed and how it may impact you      Filing and paying taxes already cause stress for many people. Keeping up with the latest regulatory changes can be even more daunting, as new tax laws and modifications are always being added that you must follow.  A recent survey found that 80% of taxpayers say they wish they understood...

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a smiling woman hugging a healthcare provider in scrubs and discussing healthcare costs

Tax Deductions for Healthcare Costs

Learn how HSAs, FSAs, and healthcare cost deductions can help you cover medical expenses and lower your tax burden     The rising costs of healthcare mean that you should take all steps possible to leverage related tax deductions. Tax breaks can help you mitigate the impact of these hefty expenses. Around half of American adults say it’s hard for them to afford healthcare costs, and the result is that many people...

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a woman doing her taxes on a couch with a calculator and wealth management paperwork

Tax-Savvy Wealth Management Strategies

Factoring in the tax implications of your investments helps you plan for long-term growth and tax minimization. These strategies will help you determine your best options as part of your wealth management plan. Your wealth management strategy requires a delicate balance of risk and return. It also requires careful attention to your tax liability, as tax obligations can significantly impact your ability to grow and protect your wealth. Keeping a tax-savvy mindset...

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