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Avera Wealth Advisors, LLC (“AWA”) is a registered investment advisor offering advisory services in the State(s) of GA, TN, LA and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

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TAX PLANNING QUESTIONS

Personal Income Tax Return

  • Do you have the ability to defer or accelerate income or expenses from one tax year to another?

  • Does your income fluctuate from year to year, allowing for potential planning opportunities?

  • Are you taking full advantage of possible deductions?

  • For charitable gifting, are you gifting cash or appreciated assets?

  • If married, does it make sense to not file “married filing jointly”?

 

Gift Tax Return

  • Did you give more than $14,000 ($15,000 in 2018) to any individual?

  • If so, should you file an individual return or a joint return?

Trust Income Tax Return

  • Does it make sense to make distributions for income tax purposes?