Tag: high income tax planning

Why High-Income Tax Planning Fails Without Strategy

Dec 24, 2025

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by

Steve Perry

in tax-planning

For high-income individuals and business owners, tax planning must be continuous. Waiting until filing season limits options and increases exposure that could have been prevented earlier in the year.
What “Year-End Tax Planning” Really Means in 2025

Dec 23, 2025

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by

Steve Perry

in tax-planning

True year-end tax planning happens before December 31. For high-income individuals and $1M+ businesses, decisions made now often determine outcomes long before filing season begins.