Why January Decisions Lock In Your Taxes for the Year | Income, Entities & Retirement Planning

Описание: ⚠️ Most people don’t realize how many tax decisions get locked in during January.

Alan Porter of Strategic Wealth Strategies explains why waiting until later in the year often means it’s already too late — even with the best intentions.

Once certain decisions are made, the tax treatment is largely fixed for the entire year:
✔️ Income timing
✔️ Entity elections
✔️ Compensation structure
✔️ Retirement contributions
✔️ Asset purchases

Alan shares how a client missed one strategy and now has to recover taxes using a different approach in 2026 — not because the idea was bad, but because the window closed.

This is why proactive planning matters:
👉 January is when flexibility exists.
👉 December is when options are gone.

Tax strategy isn’t about intention — it’s about execution and timing.

📧 [email protected]
🌐 www.StrategicWealthStrategies.com
📞 910-551-1046

#TaxPlanning #JanuaryPlanning #StrategicWealthStrategies #AlanPorter #TimingMatters #WealthStrategy

Unleash your financial potential with Alan Porter of Strategic Wealth Strategies. Escape the shackles of debt, optimize your tax burden, and secure a TAX-FREE retirement. Our team of veteran CPAs, tax attorneys, and financial specialists have over 50 years of experience rescuing millions from unnecessary costs. Alan Porter, a SMART Advisor with a knack for paradigm shifts, will guide you beyond conventional financial planning to a brighter future. Ditch the debt, minimize the tax bite, and build lasting wealth. Learn how Strategic Wealth Strategies can change your financial game – contact us today!

You Can Find Alan on the web at:
https://www.strategicwealthstrategies...

Instagram:
  / strategicwealthstrategies  

Facebook:
  / strategicwealthstrategies  

To request a free video explaining SMART Retirement or to schedule a phone call to see if you qualify, message Alan on LinkedIn or contact the office at: 910-551-1046 or [email protected]