Latest
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Tax Efficiency Mastery for Financial Success
As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities.
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How Trump and Harris Might Handle Expiring TCJA Tax Cuts
Election 2024 Many key provisions of the TCJA will expire soon. Here’s why it matters during the 2024 election cycle.
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Three Reasons You Need to Use a 529 Plan (and Two Reasons You Don't)
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option.
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Five Considerations About Municipal Bonds if Tax Cuts Sunset
Tax rates are set to revert to 2017 levels after 2025, so now is the time to revisit your muni strategy and plan for optimized portfolio adjustments.
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12 Education Tax Credits and Deductions
Education Education tax credits and deductions are available for college savings, current students, and college graduates.
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Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.
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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?
