Tax Planning: Personal & Business Tax Planning Strategies

Don't miss out on the chance to enhance your financial future! Watch our Advanced Perspective Webinar on Tax Planning, with John Vance, CEO & Founder of Vance Wealth. This two-part webinar is designed to provide valuable insights into both personal and business tax planning strategies. Part 1 Personal Tax Planning: Gain an understanding of effective charitable giving strategies, the potential benefits of converting money from your IRA to a Roth IRA, and the potential advantages of accelerating your income. Part 2 Business Tax Planning: Focus specifically on business owners and provide strategies to maximize tax deductions over your lifetime. During the webinar, you'll gain valuable insights on how to optimize your Payroll and Retirement Plan Strategies. Additionally, you'll discover the Augusta Rule, also known as IRC Section 280A(g), which can potentially help you take a tax-free distribution out of your company. We strongly encourage business owners to check out the entire webinar, as both parts will be incredibly beneficial to your financial future. Chapters: 0:00 - Topics for Today 2:20 - Understanding Current Landscape 7:57 - Tax Planning Philosophy 14:04 - The Secure 2.0 Act 17:34 - Risk of higher taxes? 21:03 - 2026 Tax Law Changes 26:00 - Planning Consideration & Strategies 27:21 - Charitable Giving Strategies 31:37 - Donate IRA Assets to a Charity 32:49 - Roth Account Updates - IRA & 401k 36:07 - Roth IRA - To Convert or not to Convert? 39:06 - Estate Planning Updates 47:57 - Considerations for Business Owners 59:11 - Book an Appointment