Tax Planning
CPAs
Our skilled network of outsourced CPAs can collaborate directly with your accountant to meticulously review your most recent tax returns. Through this thorough examination, we can uncover potential avenues for savings and opportunities for strategic restructuring, equipping you with proactive strategies to maximize your financial efficiency and savings in the future. Below is the information on our preferred partners.
None of the individuals, or third-party entities, listed below are affiliated with Owenby Jones Wealth Management or LPL Financial.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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