Andrew Lokenauth | TheFinanceNewsletter.com
Andrew Lokenauth | TheFinanceNewsletter.com

@FluentInFinance

14 Tweets 45 reads Apr 19, 2023
Taxes will be the biggest expense in your lifetime, so strategic tax planning is a must.
Tax code is 75,000+ pages, the wealthy use every page of it to legally avoid taxation and you should too.
Here are 7 tax tips to save you thousands:
1) S Corps:
An S corporation can help you reduce self-employment taxes.
S corps allow business owners to take a reasonable salary from the company's profits, so the 15.3% self-employment tax is minimized.
S Corp Tax Strategy Example:
Assume you are the sole shareholder of an S corp and you earn $100,000 in income.
If you take a salary of $50,000 and distributions of $50,000, you'll only pay payroll taxes on the $50,000 salary.
This could save you thousands of dollars in taxes.
2) Section 179 Tax Deduction:
The IRS Section 179 Tax Deduction allows business owners to write off the entire cost of a vehicle used for work (cars, trucks, SUVs, vans, etc.)
For tax years beginning in 2022, the maximum Section 179 expense deduction is $1,080,000.
3) Agusta Rule (Section 280A):
Allows homeowners to rent out their home for up to 14 days per year without having to pay tax on the rental income.
If you own a business, you can host a team retreat, party, event or meeting at your home, and rent it out to your own business.
Agusta Rule Example:
You can rent for $500 a night, and have your corporation pay $7,000 for the β€˜use’. That’s a $7,000 deduction to your business & you pay no tax on the money personally.
This not only reduces your taxable income but also offers tax-free income from the rent.
4) Hiring Your Children:
If you own a business and have kids under 18, you can pay them $13,850 tax-free, plus deduct it from your taxable income.
When you hire your child, this is a business expense and you can deduct it from your taxable income, lowering your tax liability.
Hiring Your Children:
Children can perform tasks such as administrative work, social media management, or other age-appropriate responsibilities.
Your child will owe $0 in taxes and you legally avoided tax on $13,850.
They can invest $6,500 of that in a tax-free ROTH IRA.
5) Primary Residence Exclusion (Section 121):
Homeowners can exclude $250,000 of capital gains from the sale of their home ($500,000 if married).
If you sell your primary residence for a profit, you don't pay taxes on the gain, up to these amounts.
6) Business Expenses:
Business owners can claim many deductions that salaried employees cannot, such as:
β€’ Travel
β€’ Supplies
β€’ Advertising
β€’ Vehicle expenses
β€’ Home office costs
β€’ Internet & phone bills
β€’ Health insurance premiums
β€’ Education & professional development
7) Solo 401k:
As both the employer & employee, you can make contributions from both perspectives, allowing you to contribute up to $61,000 annually in pre-tax income.
This leads to substantial tax deductions and offers flexibility in investment options.
As an employee, you can contribute up to $20,500.
As the employer, you can contribute up to 25% of your profit, allowing for a combined contribution of up to $61,000 in pre-tax income.
Investment options include stocks, crypto, real estate, startups, and private equity.
You can make your employee contributions with post-tax money into a Roth Solo 401k.
This means you'll pay zero taxes upon withdrawal at retirement and can withdraw your original post-tax contributions without penalty.
The wealthy use tax code to their advantage and you should too. These threads take time to write, so if you found it helpful, please:
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