Latest
-
Three Ways You Can Flip the Script on Your Taxes
Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting pushed around, here’s how you can pay what you must but no more.
-
Deferring Taxes Until Retirement? You May Want to Rethink That
If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.
-
Qualified Opportunity Zones With an Energy Boost
The energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available.
-
What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
Parts of TCJA (also known as the Trump tax cuts) are set to expire by the end of 2025, so the sooner you act, the more options you’ll have to take advantage of today's lower taxes.
-
Opportunity Zones in 2023: A Look Back, a Look Forward
Is now the perfect storm for investors? Don’t take your eye off the ball — investing in opportunity zones is well situated to offer meaningful tax benefits to knowledgeable investors.
-
Opportunity Zones and Inflation: What Investors Want to Know
Given the backdrop of inflation, rising interest rates and a possible recession in 2023, what can opportunity zones do for investors?
-
How "Stealth Tax Hikes" Can Cost You Money Each Year
A 2018 change in the way tax items are adjusted for inflation leads to less tax decreases over time. And some tax items aren't adjusted for inflation at all.
-
5 Tax-Smart Charitable Giving Strategies for Retirees
There’s still time this year to do well by doing good, and there are still tax advantages to be had in charitable donations by retirees. Act soon, though!
-
How to Invest in Qualified Opportunity Zones: Step-By-Step
An expert in QOZ programs walks us through how to benefit from some significant tax-deferral opportunities (and, if you hold your investment long enough, tax-free gains!).
