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Illuminated Advisors

Illuminated Advisors

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Tax Planning

Advanced Tax Strategies for High-Net-Worth Individuals

Advanced Tax Strategies for High-Net-Worth Individuals

Set Yourself Up to Tackle Any Unexpected Challenges You May Face In a rapidly evolving world marked by the unpredictability of natural disasters, health crises, and economic fluctuations, being proactive about both emergency preparedness and financial security has never been more important. As we navigate through a landscape fraught with unexpected challenges, having a well-constructed …

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Tax Planning for the Upcoming Year: Get Started on Optimizing Your Strategy Now

Tax Planning for the Upcoming Year: Get Started on Optimizing Your Strategy Now

10 Proactive Tips for a Smooth Tax Season Tax season often brings a mixture of anticipation and anxiety for individuals and businesses alike. However, with careful planning and strategic thinking, you can minimize your tax liabilities and make the process smoother for yourself. Getting a head start on optimizing your tax strategy now will not …

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6 Steps to Begin Planning for Next Year's Taxes Now

6 Steps to Begin Planning for Next Year’s Taxes Now

These Tips Can Optimize Your Tax Planning Strategy Everyone likes a surprise—except when it comes to their taxes. Taking a more thoughtful approach to planning next year’s taxes can help you get ahead and alleviate your tax burden. The further in advance you start planning for next year’s taxes, the more your financial future will …

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04-2022 FI O1 - Key Tax Planning Opps for HNW Individuals

Key Tax Planning Strategies for High-Net-Worth Individuals

There are many benefits that come with having a high net worth, but it also means tax planning is a bit more complex. If you don’t have a thoughtful tax strategy in place, you could miss out on key tax benefits and, when you’re paying more in taxes, that liability can have the effect of diminishing your net worth over the long term.