The Retirement Tax Planner: Retiring or recently retired from a publicly-traded company with appreciated company stock held in your 401(k)? Consider a transaction where you distribute employer securities with "NUA" net unrealized appreciation and cut your taxes in half from ordinary rates (39.6% +) to capital gains rates (0%, 15%, 20%) and avoid the Net Investment Income Tax Rate (3.8%).
Charitable Giving Strategies including the "QCD" Qualified Charitable Distribution. Take advantage of a distribution directly from your IRA to your charitable account or charity. In so doing, you avoid the limitations of schedule A itemized deductions and avoid income from the RMD required minimum distribution. Also, consider gifting to charity appreciated stock (low basis stock) and retaining higher basis stock.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 601 Brickell Key Drive,
- Industry
- Accounting
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation ServicesPayroll ServicesOther Accounting Services
- Website
- https://www.cjzfirm.com
- HQ
- Miami, FL
Zimmerer & Zimmerer Cpas Questions
Zimmerer & Zimmerer Cpas's website is https://www.cjzfirm.com
Zimmerer & Zimmerer Cpas's LinkedIn profile is https://www.linkedin.com/company/charles-j-zimmerer-c-p-a
Zimmerer & Zimmerer Cpas has
2 employees.
View email and phone details for 2
employees at Zimmerer & Zimmerer Cpas.
Zimmerer & Zimmerer Cpas's industry is
Accounting
Zimmerer & Zimmerer Cpas's top competitors are
Brickell Opus Wealth Management,
The Tax Office Of Charles J. Zimmerer, P.a.,
Globecast,
Anthem Advisors.
Zimmerer & Zimmerer Cpas's categories are Accounting
Zimmerer & Zimmerer Cpas's founding year is 2012
