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Blog
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Client Portal
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Tax Credit Sampler
Tax Planning Simeon Esprit 3/11/19 Tax Planning Simeon Esprit 3/11/19

Tax Credit Sampler

A tax credit reduces the income tax you may have to pay. Unlike a deduction, which reduces the income subject to tax, a credit directly reduces the tax itself.

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Year-End Tax Planning Basics
Tax Planning Simeon Esprit 3/11/19 Tax Planning Simeon Esprit 3/11/19

Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2024 tax year.

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909 Rose Ave STE 650, Bethesda MD 20852

Check the background of your financial professional on FINRA’sBrokerCheck

Simeon Esprit, Benjamin Duhoski, and Eric Simning are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

Brianna Smith is employed by Bethesda Wealth Planning Group and not through LPLE.

Bethesda Wealth Planning Group does business in the following states:

Securities: [CA, CO, DC, FL, GA, MA, MD, MI, MT, NJ, NY, NC, OR, TN, TX, VA ]
Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA,] (CA Insurance licenses #4252341)
Variable Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Mutual Funds: [CA, CO, DC, FL, GA, MD, MI, MT, NJ, NY, NC, TN, TX, VA]
Fixed Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Variable Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]

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