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A plan built for a couple meets the survivor filing single, where the same dollars land in narrower brackets. Drawing pre-tax balances down earlier is one answer. That tax is paid now.

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Here is what lands on the calendar this week:

• Tues Sept 15: Estimated tax deadline for third-quarter federal and Georgia income taxes.
• Thurs Sept 17: Weekly unemployment claims.

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Tax prep and tax planning are not the same thing.

Tax Prep = Reporting the past. Once a year.
Tax Planning = Shaping the future. All year long.

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A Georgia 529 is not stranded when the student earns a scholarship. Up to that amount comes out taxed on earnings, with no penalty. Other non-school withdrawals are taxed and penalized.

https://foxholm.com/guides/georgia-planning/georgia-529-plan-guide/
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In Georgia, Treasury interest is exempt from state tax, a Georgia municipal bond from both, a corporate bond from neither. Exempt bonds pay less before tax, so the bracket decides which leaves more.

https://foxholm.com/guides/georgia-planning/georgia-bond-strategy-guide/
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Surprise tax bills come from year-round financial changes, not just tax season. A tax projection reveals planning chances before year-end, giving time to act. Blog link in comments. #TaxPlanning #FinancialPlanning #RetirementPlanning #TaxStrategy #WealthManagement #SanDiego #California

GavTax Advisory Services is expanding its focus on real estate tax planning and accounting support in Houston.

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In today's Irish Times, RDJ Partner Eoin Tobin addresses a question that is causing confusion for many families navigating gifts & inheritances: can gifts on which you have already paid Capital Acquisitions Tax still reduce your lifetime tax-free threshold? Read here: bit.ly/4yyfkI0 #TaxPlanning

While you are focusing on the new tax laws, who is focusing on your marketing? I design custom, high-converting Visual Graphics specifically for tax offices. I make sure your brand stands out in a crowded market.
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