Taxes

Your business deductions can play a complicated role in determining your qualifying income. But there are ways around this issue with the right strategy and the right lender.

By Eric Bernstein

A tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.

By Aaron R. Simpson, CFP®, ChFC®, RICP®

Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.

By Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®

Tax Deadlines Everything you need to know about the IRS Oct. 15 federal tax extension deadline and other key October tax deadlines.

By Kate Schubel

State Taxes There's something spooky this Halloween, and it’s not just the ghosts. Find out if your state's sales tax takes a bite out of sweet savings.

By Kate Schubel

Tax Changes The impact of inflation on federal income tax brackets and some other tax credits might not be all bad.

By Kelley R. Taylor