Taxpayers receive more clarity on recent tax proposals from the Treasury.
Given the possibility of higher taxes in the future, investors may consider reviewing tax planning ideas and consider opportunities in the muni market.
A Biden administration proposal calls for a tax hike for corporations. If approved, it may impact how certain business owners structure their business.
Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.
Tax season can provide a good reminder that 529 plans offer significant tax benefits for families looking for fund college education.