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Market losses never feel good, but they may offer a silver lining. Learn how tax loss harvesting works and how it could lower your tax burden.
Many parents and grandparents we work with choose to give an early inheritance—helping loved ones buy a home, pay off debt, or invest—rather than waiting 20+ years. Learn how well-timed financial support can make a lasting impact.
The tax season is officially here. If you haven't already, now is the time to get prepared.
10 Tax Planning Strategies you may be able to mitigate your tax liability and 5 Tax Strategies that are not legitimate.
Donor Advised Funds: What are they and should you consider?
A clear explanation of this valuable exclusion and how it helps most homeowners.
A Cash Balance Plan combines the high contribution limits of traditional defined benefit plans with the flexibility and portability of a 401(k) plan. Cash Balance plans can be an ideal solution for business owners looking to reduce tax liabilities and accelerate retirement savings.
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.