Tax Cuts and Jobs Act of 2017
Latest
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What Women Should Know about Post-Divorce Tax Planning
Divorce Divorce brings many changes, especially when it comes to finances. Here’s a roundup of some critical tax issues to consider.
By Dawn Doebler, MBA, CPA, CFP, CDFA Published
Divorce -
How to Cut Your 2021 Tax Bill
Tax Breaks Our guidance could help you claim a higher refund or reduce the amount you owe.
By Sandra Block Published
Tax Breaks -
Is This the Year to Lower Your Taxes While Helping the Environment?
real estate investing Going solar, whether for your home or for a commercial project, can bring along with it powerful tax credits for the next several years.
By Jeffrey M. Verdon, Esq. Published
real estate investing -
How the Latest Biden/House Tax Proposal Affects Millionaire Retirees
tax planning The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there could be a pleasant surprise or two for them.
By Evan T. Beach, CFP®, AWMA® Published
tax planning -
Failing to Plan for Taxes Could Mean Planning to Fail in Retirement
tax planning If the bulk of your retirement savings is in a traditional IRA or 401(k) or other tax-deferred account, you’ve got a problem. The good news is, there are plenty of things you can do about it.
By Beth Andrews, CPA, CFP® Published
tax planning -
QCDs: A Great Way to Give Yourself (and the Charities You Love) a Gift This Year
Charity Why you should consider using your annual IRA distribution to make a qualified charitable distribution.
By Allison L. Lee, Esq. Published
Charity -
Taxes May Be a Certainty – But the Amount You Pay Doesn’t Have to Be
tax planning You do have some control over how much income tax you owe – if you don’t wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.
By Brett Gottlieb, Investment Adviser Representative Published
tax planning -
Don’t Assume You’ll Pay Less in Taxes in Retirement
tax planning Plan now for the taxes of tomorrow. Here are some ways to limit them, stretching your income further throughout your retirement years.
By Joseph Donti, Investment Adviser Representative Published
tax planning -
Make the Most of Your Charitable Donations
Financial Planning Take a closer look at whether you’re getting the most bang for your donated bucks.
By Rivan V. Stinson Published
Financial Planning