Tax-planning
Latest
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10 Ways Your 1031 Exchange Can Go Horribly Wrong
Don't let your tax-saving strategy become a financial nightmare — discover the hidden pitfalls that could turn your 1031 exchange into a costly disaster.
By Daniel Goodwin Published
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Will the TCJA Estate and Gift Tax Provisions Really Sunset?
Will the TCJA Estate and Gift Tax Provisions Really Sunset?
By David Silversmith Published
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You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka Published
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Three Ways Fiduciary Financial Planners Put You First
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management.
By Jon Melton, MDRT and CORT Member Published
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6 Smart Ways to Save Money on Your Utility Bills
Tax Breaks Tax breaks make these green projects worth a look, as they help you save on your utility bills.
By Lisa Gerstner Last updated
Tax Breaks -
Three 'Yellowstone' Estate Planning Lessons
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
By John M. Goralka Published
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Six Year-End Strategies That Will Better Prepare You for Your 2024 Taxes
A little effort now can save you tons of stress in the coming months.
By Kiplinger Advisor Collective Published
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Five Tax-Savvy Ways To Donate This Holiday Season
Charitable Donations Food pantries, toy drives, and animal sanctuaries are popular ways to support others year-round.
By Gabriella Cruz-Martínez Published
Charitable Donations -
Three Possible Tax Impacts for Retirees Under Trump
How might a second Trump term affect your tax bill in retirement — or the inheritance tax bill for your heirs? This pro has three predictions.
By Evan T. Beach, CFP®, AWMA® Published