Year-End Tax Strategies for Credit Union Executives
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As we approach year-end, there are several tax-optimization strategies credit union executives and recent retirees may leverage based on their current financial situation. Credit union leaders often have complex compensation and retirement benefit packages plus a unique tax delta that lend themselves to creative solutions that may help them save more money or manage their […]
How High-Income Earners Can Prepare for New Tax Laws
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High-income earners have expressed concerns about potential new tax laws under the Biden administration that could affect their short- and long-term financial future. Many of the proposed policy changes will have significant implications for those earning more than $400,000 a year. As a credit union executive, you may fall into this salary range and the […]