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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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tax planning

Blog

tax planning

How to Reduce Your Taxable Income and Pay Less Taxes

How to Reduce Your Taxable Income and Pay Less Taxes

June 10, 2023 by Blaine Thiederman

Key Points Introduction In today’s complex tax landscape, understanding how to reduce your taxable income and minimize your tax burden is essential. Harnessing the power of tax deductions, credits, and savvy financial strategies, it’s possible to minimize your tax burden or even pay negligible taxes, all while remaining fully compliant with the tax laws. In […]

Filed Under: Financial Planning, Tax Planning Tagged With: deductions, Financial Planning, reduce taxes, retirement accounts, tax credits, tax planning, taxable income

What is the AMT credit?

What is the AMT credit?

June 4, 2023 by Blaine Thiederman

Introduction The Alternative Minimum Tax (AMT) is a tax system that ensures individuals with high incomes and various tax deductions still pay a minimum amount of taxes. The AMT was implemented to prevent wealthy taxpayers from using excessive deductions and loopholes to avoid paying their fair share of taxes. While the AMT may seem complicated […]

Filed Under: Financial Planning, Tax Planning Tagged With: alternative minimum tax, AMT credit, arvada colorado, claim, denver colorado, eligibility criteria, Financial Planning, limitations, optimization strategies, progress wealth management, tax liability, tax planning

ISO Credit for AMT Exercise

ISO Credit for AMT Exercise

April 15, 2023 by Blaine Thiederman

Key Points Introduction As a savvy investor, it’s essential to understand the intricacies of alternative minimum tax (AMT) and incentive stock options (ISO). When it comes to exercising an ISO, it’s crucial to be aware of the ISO credit for AMT exercise, which can help you reduce your tax bill. The ISO credit for AMT […]

Filed Under: Financial Planning, Personal Finance Tagged With: alternative minimum tax, AMT adjustment, AMT calculation, AMT exercise, arvada colorado, bargain element, denver colorado, exemption amount, Financial Planning, holding period, Incentive Stock Options, ISO credit, minimum tax credit, preference items, progress wealth management, tax calculation, tax planning, tax treatment

Maximizing Employee Stock Option Tax Benefits

Maximizing Employee Stock Option Tax Benefits

April 14, 2023 by Blaine Thiederman

Key Points Introduction As an employee, being granted stock options can be a valuable benefit that has the potential to generate significant financial gains. An employee stock option is a contract that grants an employee the right to purchase a certain number of shares of the company’s stock at a specified price, known as the […]

Filed Under: Financial Planning, Tax Planning Tagged With: arvada colorado, denver colorado, disqualifying disposition, employee stock options, equity compensation, exercise of options, Financial Planning, progress wealth management, tax implications, tax planning

Financial Advisor in Denver

The Comprehensive Guide For Income Tax In Colorado

The Comprehensive Guide For Income Tax In Colorado

December 25, 2022 by Progress Wealth Management

Key Points It’s that time of year again – tax season. Whether you’re a small business owner or an individual filer, you may be feeling the stress of getting everything in order. But don’t worry, we’re here to help. This guide provides a comprehensive overview of Colorado’s income tax requirements. We’ll cover everything from filing […]

Filed Under: Tax Planning, Uncategorized Tagged With: arvada colorado, denver colorado, progress wealth management, tax planning

The 2022 Solo 401k Contribution Deadline

The 2022 Solo 401k Contribution Deadline

December 16, 2022 by Progress Wealth Management

Key Points Introduction The 2022 Solo 401k contribution deadline is right around the corner. Have you made your contribution yet? If not, you should probably be planning on making both your employer contribution and employee contribution soon because the contribution deadlines are coming up soon. The Solo 401k is a retirement savings plan designed for […]

Filed Under: Uncategorized Tagged With: arvada colorado, denver colorado, progress wealth management, Small Business Planning, tax planning, Taxes

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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