Tax filing season may be over for many, but tax planning is an important focus year-round. Consider post-tax season strategies including optimizing deductions or adjusting retirement contributions.
Navigating market volatility can be challenging for investors. Here are several tax planning strategies to consider.
Taxpayers plan to use their tax refunds for essentials and debt repayment, as well as savings strategies. Here are some ideas and strategies to consider this year.
Social Security faces funding issues by 2035, but major changes to the program are unlikely in the near term. Here are some additional considerations.
When dealing with digital assets it’s important to keep records and consult a tax professional. Here are some highlights of the taxation rules around cryptocurrency.
Receiving an unexpected gift or inheritance is something that people may dream about. Here are some key considerations if that dream becomes reality and you do receive a financial windfall.
Navigating tax season can be even more confusing when understanding the range of rules around IRA withdrawals, 529 plan distributions, and charitable deductions. Here are answers to some common questions around tax filing.
As the debate heats up on Capitol Hill about extending the TCJA, there are several issues to watch including potential SALT cap relief and whether more tax cuts will be added to the final bill.
Starting in 2025, many non-spouse beneficiaries of inherited retirement accounts must begin taking annual minimum distributions. Here are several strategies to consider.
Consider estate planning strategies to minimize the impact of taxes on your estate. Key actions may include document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.
For 2025 tax planning, here are some income tax planning strategies that can help manage current tax bills and prepare for future changes.