With the April 18, 2023 tax-filing deadline approaching, it’s not too late to consider some strategies that could reduce taxable income. Investors may want to consult with an advisor who understands their individual financial situation before taking advantage of these strategies. Contribute to an individual retirement account (IRA). Taxpayers may make a tax-deductible contribution prior
Most provisions of the TCJA will expire in 2025 but taxpayers still have time to plan ahead for potential higher taxes.
Following months of negotiations, Democratic leadership in the Senate announced last week they reached a deal on a tax and spending bill.
In 2021, investors continue to face change, with the impact of the first 100 days of the Biden administration and the potential for a shifting tax landscape.
While tax rates are historically low, investors may want to review several tax planning considerations before year end.
As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.
Amid uncertainty following the 2020 elections, market volatility is likely to continue: Webcast
The federal response to the pandemic continues to evolve, creating considerations for financial planning.
Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.