Tax Planning

Tax planning includes strategies and discussion of different methods to either minimize or defer your tax burden.

Maximizing Your Publix Retirement: ESOP, 401k SMART Plan, and the NUA Exit Strategy

Tax Planning /

Publix has become one of the Southeast’s most successful grocery store chains in history, operating 1,432 locations throughout the region and especially Florida.  With net profits approaching $5 billion in 2025, the company clearly knows how to do business.  These profits are shared with employees in the form of Publix stock grants through the company’s […]

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Year End Tax Reduction Strategies for 2023

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December is here, and as we collectively take a deep exhale following our respective Black Friday spending binges, it’s time to get back on the financial ball.  There is one month left in 2023, and just enough time to implement some tax-saving, net worth enhancing strategies before year-end.  Let’s dive in:  Tax Savings Now: 401k,

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Will the Inflation Reduction Act Reduce Inflation?  How to Take Advantage of the New Law

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The Inflation Reduction Act (IRA) just passed in both the House and Senate and is expected to reach President Biden’s desk for final ratification this week.  The description of the bill from the democrats in the Senate is: “The Inflation Reduction Act of 2022 will make a historic down payment on deficit reduction to fight

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Reduce Your Tax Burden With “Asset Location” Strategies

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Asset “location,” or managing one’s investments within the context of how different types of investments are taxed, is a fairly simple and underutilized strategy to lower your tax bill.  The reason why asset location exists is because different types of investments are taxed differently. For instance: Long-term stock investments are taxed at favorable capital gains

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