As the 2024 election approaches, tax policy is once again at the forefront of debate, with the potential to affect millions of Americans. We are currently in an era of historically low tax brackets due…
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Why Fall is the Perfect Time to Optimize Your Tax Planning
As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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Inherited assets? How to claim retirement accounts, plan for taxes, and manage Required Minimum Distributions
When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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Tax Benefits of Charitable Giving: How to Get Them
Top Strategies for Real Estate Agents to Receive Tax Benefits on Charitable Giving I cannot tell you if it’s the Christmas spirit or simply procrastination that leads people to make a tax-deductible gift at the…
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7 Tax-Advantaged Accounts Every Real Estate Agent Needs to Consider
Quantum financial planner Jordan Curnutt, CFP® talks about 7 tax-advantaged accounts every real estate agent needs to consider. Click the link below to read the full article via inman.com: https://www.inman.com/2022/05/17/7-tax-advantaged-accounts-every-real-estate-agent-needs-to-consider/