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Cashflow Management, Investment Planning, Risk Management, Tax Strategies, Wealth Management, Retirement Planning, Succession Planning, Estate Planning, and so much more.

    • Home
    • About
      • Our Team
        • Nate Richter
        • Matthew A. Peterson
        • Jon Kattke
        • Joy Hess
        • Carol Richardson
        • Michelle Jensen
      • What We Do
      • Blog
      • Weekly Market Commentary
    • Process
      • Six Areas of Planning
      • Plan Steps
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Salt Financial
Salt Financial
  • Home
  • About
    • Our Team
      • Nate Richter
      • Matthew A. Peterson
      • Jon Kattke
      • Joy Hess
      • Carol Richardson
      • Michelle Jensen
    • What We Do
    • Blog
    • Weekly Market Commentary
  • Process
    • Six Areas of Planning
    • Plan Steps
  • Client Testimonials
  • Contact
  • Client login

Tax Planning

Estate Tax Changes in 2025

  • April 12, 2025
  • saltadmin
  • Estate Planning, Tax Planning
Changing policies and regulations periodically reshape the landscape of estate tax laws. In 2025, wealthy individuals must be aware of critical changes impacting their estate planning strategies. This article...
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The Unexpected Limitations of Personal Tax Deductions

  • March 5, 2025
  • saltadmin
  • Tax Planning
The world of personal taxation and tax deductions can often be puzzling. While these elements aid in reducing one’s tax burden, they may also come with unexpected limitations. These...
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Everything You Need To Know About Tax Deductions for Your Business in 2024

  • February 7, 2025
  • saltadmin
  • Small Business, Tax Planning
Knowing how to take the deductions you are entitled to may help your bottom line if you are a business owner.1 You may use various deductions this tax season...
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Everything You Need To Know About Bonus Depreciation for the 2024 Tax Season

  • February 7, 2025
  • saltadmin
  • Small Business, Tax Planning
When it comes time to file your 2024 taxes, most business owners want to optimize their tax planning and manage their taxes. Bonus depreciation, which lets businesses immediately deduct...
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Death and Taxes: What to Know About Estate and Inheritance Taxes

  • December 31, 2024
  • saltadmin
  • Estate Planning, Tax Planning, Uncategorized
There are only two things in life you can count on happening at some point–death and taxes. In death, these two circumstances can come together at the same time....
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Make the Most of Your Tax Write-Offs for Giving Tuesday

  • November 27, 2024
  • saltadmin
  • Charitable Giving, Tax Planning
On Giving Tuesday1—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim...
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The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions

  • October 29, 2024
  • saltadmin
  • Tax Planning
Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as cash or property, that is given to a...
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Recent Posts

  • Avoid Impact of Double Distribution: First and Second Required Minimum Distributions
  • How to Take Advantage of Compound Interest
  • What are SEP IRAs?
  • What is a rollover IRA, and do I need one?
  • Smart Strategies for Staying Ahead in Uncertain Markets

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  • Charitable Giving
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Salt Financial
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Securities offered through LPL Financial, Member FINRA | SIPC. Investment advice offered through Strategic Wealth Group, a Registered Investment Advisor. Salt Financial and Strategic Wealth Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, MI, MN, MO, ND, SD, TX, WI, FL, KS, LA, NV, OR.

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