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TL; DR: Key Financial Strategies for 2025 Minimize Social Security Taxes: Use strategic withdrawals from Roth IRAs or taxable accounts to keep combined income low and reduce taxes on benefits. Leverage QCDs for Tax-Free Giving: Donate up to $108,000 directly from IRAs to charities to fulfill RMDs and lower taxable income. Maximize Charitable Impact: Gift […] Read More
TL; DR – Key Takeaways from This Blog: High-Value Donations Require Rigorous Compliance: The Oscar Tang IRS case shows how improper appraisals can lead to denied tax deductions—even for generous charitable donations. Tax Breaks Aren’t Automatic: Deductions and credits come with strict eligibility rules; understanding these is essential to avoid costly filing errors or missed […] Read More
Discover strategies to structure owner compensation for real estate S-Corps, balancing compliance and savings. Read More