Serving Florida first responders since 1999.
AWP Resources

Tax Strategy

Discover foundational guidance, tools and actionable insights related to this topic.

Insights

As you approach retirement, it’s time to focus on your financial game plan and make sure you’re maximizing your tax advantages –– especially if you’re expecting a large payout. Every...

Insights

The $3,000 exemption for withdrawals from a 457(b) plan is a valuable benefit for eligible retired first responders who use their retirement funds to pay for qualified health insurance premiums....

Insights

Charitable giving not only allows you to support causes you care about, but it can also offer significant tax benefits when approached strategically. Whether you’re a retiree looking to maximize...

Insights

If you are a real estate professional, buying an investment property and using a cost segregation study can help you create big tax deductions to reduce your overall taxable income....

Insights

Many clients come to us not knowing that they CANNOT contribute to an Individual Retirement Account (IRA) and receive a tax deduction because they participate in an employer-sponsored retirement plan....

Insights

Section 179 Deduction with 2024 Bonus Depreciation The Section 179 deduction allows businesses to deduct part of a vehicle’s purchase price used for business in the year it is bought....

Foundations

Minimizing taxes in your retirement year can be quite tricky. While many people are concerned with minimizing their taxes (who actually likes to pay more than they have to?!) and...

Insights

As you approach retirement, you might be asking yourself, “Should I put my retirement assets in an annuity?” There are three main types of annuities: variable, fixed-indexed, and fixed. In...

Insights

Qualified Charitable Distributions (QCDs) are a direct transfer of monies from your IRA custodian as funds payable to a qualified charity. QCDs may be tallied toward meeting your annual required...

Have questions about Tax Strategy?

Our team of experts can help point you in the right direction.

Join our free newsletter.

Get access to our latest insights, market updates, news, workshops, helpful tools, and more – all focused on Florida First Responders.

Your information will never be shared with a third party.

By submitting this form, you agree to receive emails from Atlantic Wealth Partners, LLC. You can unsubscribe from these emails at any time by using the link at the bottom of every email.