{"id":237075,"date":"2021-11-10T04:58:40","date_gmt":"2021-11-10T10:58:40","guid":{"rendered":"https:\/\/rgwealth.com\/sin-categorizar\/lista-de-control-fiscal-de-fin-de-ano-2021\/"},"modified":"2025-03-11T11:45:58","modified_gmt":"2025-03-11T16:45:58","slug":"lista-de-control-fiscal-de-fin-de-ano-2021","status":"publish","type":"post","link":"https:\/\/rgwealth.com\/es\/perspectivas\/lista-de-control-fiscal-de-fin-de-ano-2021\/","title":{"rendered":"Lista de control fiscal de fin de a\u00f1o 2021"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row padding_top=\u00bb20&#8243; padding_bottom=\u00bb20&#8243; padding_left=\u00bb16&#8243; padding_right=\u00bb16&#8243;][vc_column][vc_column_text css=\u00bb\u00bb]<\/p>\n<h1>Lista de control fiscal de fin de a\u00f1o 2021<\/h1>\n<p>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]<strong>Gu\u00eda para facilitar tu declaraci\u00f3n de la renta en 2021<\/strong>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Cada a\u00f1o, nuestra empresa recibe nuevos clientes que buscan ayuda para planificar su jubilaci\u00f3n y que no han recibido de su anterior asesor mucho m\u00e1s que una cartera de inversiones. Con demasiada frecuencia, partimos de cero para ayudarles a comprender todos los elementos adicionales que debe incluir un plan de jubilaci\u00f3n completo. Como es l\u00f3gico, la estrategia fiscal es una de las cuestiones m\u00e1s frecuentes y cr\u00edticas que tratamos a lo largo de ese proceso. No crear una estrategia fiscal eficiente puede obstaculizar considerablemente tus esfuerzos de ahorro e incluso retrasar tu jubilaci\u00f3n. Nuestro equipo de especialistas fiscales incluye un CPA interno para formular las estrategias m\u00e1s avanzadas disponibles seg\u00fan la legislaci\u00f3n fiscal vigente. Como resultado, hemos ayudado a cientos de familias a mantener la mayor parte posible de su dinero fuera del bolsillo del T\u00edo Sam a lo largo de los a\u00f1os.     <\/p>\n<p><em>\u00abCualquiera puede organizar sus asuntos de modo que sus impuestos sean lo m\u00e1s bajos posible; no est\u00e1 obligado a elegir el modelo que mejor pague al fisco. Nadie tiene el deber patri\u00f3tico de pagar m\u00e1s de lo que exige la ley\u00bb. -Juez Learned Hand<\/em><\/p>\n<p>La filosof\u00eda fiscal de RGWM es que no se trata s\u00f3lo de lo que ganas, sino tambi\u00e9n de lo que conservas. Nuestro objetivo no es simplemente ayudar a nuestros clientes a obtener un rendimiento s\u00f3lido de sus inversiones; nos aseguramos de que sus rendimientos se obtengan de la manera m\u00e1s eficiente posible desde el punto de vista fiscal. Nuestra planificaci\u00f3n fiscal proactiva encuentra m\u00e1s elementos fiscalmente deducibles, crea situaciones fiscalmente ventajosas y te ense\u00f1a c\u00f3mo reducir los impuestos para obtener mayores ahorros en a\u00f1os futuros. En algunos casos, el ahorro fiscal que identificamos es mayor que nuestros honorarios, compensando totalmente el coste de nuestros servicios.   <\/p>\n<p>He aqu\u00ed algunos consejos \u00fatiles que debes tener en cuenta antes de que 2021 llegue a su fin:[\/vc_column_text][vc_single_image image=\u00bb234453&#8243; img_size=\u00bbfull\u00bb style=\u00bbvc_box_rounded\u00bb css=\u00bb\u00bb][vc_column_text css=\u00bb\u00bb]<\/p>\n<h2>Preparaci\u00f3n de impuestos<\/h2>\n<p>A trav\u00e9s de nuestro especialista interno en planificaci\u00f3n fiscal CPA, ofrecemos consultas gratuitas sobre estrategia fiscal centradas en la planificaci\u00f3n proactiva y la maximizaci\u00f3n de las deducciones. Para los nuevos clientes, nuestro equipo puede encontrar deducciones pasadas por alto y recomendar la modificaci\u00f3n de declaraciones de la renta anteriores para reclamar deducciones pasadas por alto. Para la preparaci\u00f3n de impuestos, trabajamos gustosamente en colaboraci\u00f3n con tu CPA o preparador fiscal. Alternativamente, puedes preferir que coordinemos tu preparaci\u00f3n de impuestos con uno de los CPA de nuestra red.[\/vc_column_text][\/vc_column][\/vc_row][vc_row padding_top=\u00bb0&#8243; padding_left=\u00bb16&#8243; padding_right=\u00bb16&#8243;][vc_column][vc_row_inner css=\u00bb.vc_custom_1722952471241{margin-top: 40px !important;margin-bottom: 30px !important;padding-top: 30px !important;padding-right: 20px !important;padding-bottom: 30px !important;padding-left: 20px !important;background-color: #ffffff !important;border-radius: 15px !important;}\u00bb][vc_column_inner][vc_column_text css=\u00bb\u00bb]<\/p>\n<p style=\"text-align: left; font-size: 1.5em;\"><strong>\u00bfNecesitas ayuda?<\/strong><\/p>\n<p style=\"text-align: left;\">Si quieres que uno de nuestros contables o asesores financieros certificados (CFP\u00ae) te ayude con esta estrategia y c\u00f3mo se aplica a tu caso, el equipo de Rhame &amp; Gorrell Wealth Management est\u00e1 aqu\u00ed para ayudarte.<\/p>\n<p style=\"text-align: left;\">Nuestros experimentados Gestores Patrimoniales facilitan a nuestros valiosos clientes todo nuestro conjunto de servicios, incluida la planificaci\u00f3n financiera, la gesti\u00f3n de inversiones, la optimizaci\u00f3n fiscal, la planificaci\u00f3n patrimonial y mucho m\u00e1s.<\/p>\n<p style=\"text-align: left;\">No dudes en ponerte en contacto con nosotros en <span style=\"text-decoration: underline;\"><a href=\"tel:8327891100\">(832) 789-1100<\/a><\/span>, <a href=\"mailto:service@rgwealth.com\"><span style=\"text-decoration: underline;\">service@rgwealth.com<\/span><\/a>o haz clic en el bot\u00f3n de abajo para programar tu consulta gratuita hoy mismo.<\/p>\n<p>[\/vc_column_text][vc_btn title=\u00bbProgramar una reuni\u00f3n\u00bb style=\u00bbcustom\u00bb custom_background=\u00bb#dd8c03&#8243; custom_text=\u00bb#ffffff\u00bb size=\u00bblg\u00bb align=\u00bbleft\u00bb i_align=\u00bbright\u00bb i_icon_fontawesome=\u00bbfas fa-angle-right\u00bb css=\u00bb.vc_custom_1722952485640{padding-right: 10px !important;}\u00bb add_icon=\u00bbtrue\u00bb link=\u00bburl:https%3A%2F%2Frgwealth.com%2Fget-started%2F|title:Get%20Started\u00bb][\/vc_column_inner][\/vc_row_inner][vc_row_inner css=\u00bb.vc_custom_1722951727630{margin-top: 10px !important;margin-bottom: 10px !important;border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;padding-top: 5px !important;padding-bottom: 5px !important;background-color: #f4efe7 !important;border-left-style: solid !important;border-right-style: solid !important;border-top-style: solid !important;border-bottom-style: solid !important;border-radius: 15px !important;border-color: #d6cab8 !important;}\u00bb][vc_column_inner][vc_column_text css=\u00bb\u00bb]\n                \n                    <!--begin code -->\n\n                    \n                    <div class=\"pp-multiple-authors-boxes-wrapper pp-multiple-authors-wrapper pp-multiple-authors-layout-boxed multiple-authors-target-shortcode box-post-id-230920 box-instance-id-1 ppma_boxes_230920\"\n                    data-post_id=\"230920\"\n                    data-instance_id=\"1\"\n                    data-additional_class=\"pp-multiple-authors-layout-boxed.multiple-authors-target-shortcode\"\n                    data-original_class=\"pp-multiple-authors-boxes-wrapper pp-multiple-authors-wrapper box-post-id-230920 box-instance-id-1\">\n                                                <span class=\"ppma-layout-prefix\"><\/span>\n                        <div class=\"ppma-author-category-wrap\">\n                                                                                                                                    <span class=\"ppma-category-group ppma-category-group-1 category-index-0\">\n                                                                                                                        <ul class=\"pp-multiple-authors-boxes-ul author-ul-0\">\n                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    \n                                                                                                                    <li class=\"pp-multiple-authors-boxes-li author_index_0 author_rgadmin has-avatar\">\n                                                                                                                                                                                    <div class=\"pp-author-boxes-avatar\">\n                                                                    <div class=\"avatar-image\">\n                                                                                                                                                                                                                <img alt='Rhame &amp; Gorrell Wealth Management Logo' src='https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg' srcset='https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg' class='multiple_authors_guest_author_avatar avatar' height='80' width='80'\/>                                                                                                                                                                                                            <\/div>\n                                                                                                                                    <\/div>\n                                                            \n                                                            <div class=\"pp-author-boxes-avatar-details\">\n                                                                <div class=\"pp-author-boxes-name multiple-authors-name\"><a href=\"https:\/\/rgwealth.com\/author\/rgadmin\/\" rel=\"author\" title=\"Rhame &amp; Gorrell Wealth Management\" class=\"author url fn\">Rhame &amp; Gorrell Wealth Management<\/a><\/div>                                                                                                                                                                                                    \n                                                                                                                                            <div class=\"pp-author-boxes-description multiple-authors-description author-description-0\">\n                                                                                                                                                    <p>At RGWM, we believe that confidence is not something we are given; it is something we earn. Our CFP\u00ae professionals and investment management advisors in The Woodlands work hard daily to gain your confidence and help you achieve your family\u2019s goals both now and in the future.<\/p>\n                                                                                                                                                <\/div>\n                                                                                                                                                                                                    \n                                                                                                                                <a class=\"ppma-author-user_email-profile-data ppma-author-field-meta ppma-author-field-type-email\" aria-label=\"Email\" href=\"mailto:service@rgwealth.com\"  target=\"_self\"><span class=\"dashicons dashicons-email-alt\"><\/span> <\/a>\n                                                                                                                            <\/div>\n                                                                                                                                                                                                                        <\/li>\n                                                                                                                                                                                                                                                                                        <\/ul>\n                                                                            <\/span>\n                                                                                                                                                                                    <\/div>\n                        <span class=\"ppma-layout-suffix\"><\/span>\n                                            <\/div>\n                    <!--end code -->\n                    \n                \n                            \n        [\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner css=\u00bb.vc_custom_1728421117615{padding-top: 20px !important;}\u00bb][vc_column_inner][vc_column_text css=\u00bb\u00bb]<p style=\"text-align: left;\"><strong>IMPORTANT DISCLOSURES<\/strong>:<\/p>\r\nCorporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.\r\n<br>\r\n<br>\r\nRhame &amp; Gorrell Wealth Management, LLC (\u201cRGWM\u201d) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.\u00a0 The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.\r\n<br>\r\n<br>\r\nFor additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at\u00a0<a href=\"https:\/\/adviserinfo.sec.gov\/\" target=\"_blank\" rel=\"noopener\">www.adviserinfo.sec.gov<\/a>. Please read the disclosure brochures carefully before you invest or send money.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row padding_top=\u00bb20&#8243; padding_bottom=\u00bb20&#8243; padding_left=\u00bb16&#8243; padding_right=\u00bb16&#8243;][vc_column][vc_column_text css=\u00bb\u00bb] Lista de control fiscal de fin de a\u00f1o 2021 [\/vc_column_text][vc_column_text css=\u00bb\u00bb]Gu\u00eda para facilitar tu declaraci\u00f3n de la renta en 2021[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Cada a\u00f1o, nuestra empresa recibe nuevos clientes que buscan ayuda para planificar su jubilaci\u00f3n y que no han recibido de su anterior asesor mucho m\u00e1s que una cartera de inversiones. Con demasiada frecuencia, partimos [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":236008,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[114],"tags":[104],"ppma_author":[58],"class_list":["post-237075","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-perspectivas","tag-impuestos","author-rgadmin"],"aioseo_notices":[],"authors":[{"term_id":58,"user_id":8,"is_guest":0,"slug":"rgadmin","display_name":"Rhame &amp; Gorrell Wealth Management","avatar_url":{"url":"https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg","url2x":"https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts\/237075","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/comments?post=237075"}],"version-history":[{"count":6,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts\/237075\/revisions"}],"predecessor-version":[{"id":238980,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts\/237075\/revisions\/238980"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/media\/236008"}],"wp:attachment":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/media?parent=237075"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/categories?post=237075"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/tags?post=237075"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/ppma_author?post=237075"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}