Latest
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Tax Concerns for the Solo Athlete
The tax rules for individual sport athletes can be complex.
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The Three Biggest Retirement Planning Gaps I See Among DIYers
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money.
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1031 Exchanges vs Opportunity Zones: Which Has the Edge?
In the world of tax-advantaged real estate investing in 2024, which of these financial gladiators offers better tax benefits and investment potential?
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Do 1031 Exchanges Make Sense for Baby Boomers?
Here are four scenarios in which a 1031 exchange to defer capital gains taxes would be worth exploring if you're a Baby Boomer selling property.
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Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
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Five Pitfalls That Can Trip Up Your Family's Charitable Giving
It's easy to make mistakes with something as complex as charitable giving. Knowing what to watch for can help a family keep their philanthropy on track.
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Three Strategies to Cut Your Taxes in Retirement
All that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that.
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Five Reasons Some Financial Planners Avoid Tax Planning
They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.
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Benefits of Permanent Life Insurance in Your Estate Plan
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better.
