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Which Tax Documents Should I Save, Which Should I Shred?
tax planning You’ll need supporting documents in case you’re audited, but you don’t need to save them forever.
Leveraging the Tax Code to Minimize Your Tax Liabilities
tax planning While you gear up to calculate your tax bill for 2021, consider these three strategies to potentially reduce your taxes going forward.
By Bulent Erol, Financial Adviser, Enrolled Agent Publishedtax planning
Should You Worry about Tax Increases? Maybe Not!
tax planning Business owners and investors alike have been on edge over possible hikes. There are lots of reasons not to worry. Here’s why.
By Stephen Eckert, J.D., L.L.M. taxation Publishedtax planning
Your First Tax Season After a Divorce
Divorce Navigating tax time as a newly single person (or a nearly single person) takes a few adjustments. For smooth sailing, follow our tax tip checklist.
By Brent Kaspar, CPA, Esq. PublishedDivorce
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 PublishedTax Breaks
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® Publishedtax 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® Publishedtax planning
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 Publishedtax planning
Year-End Tax Planning Comes with a Twist in 2021
tax planning Some of the most common strategies people use to hold their taxes down are being turned on their ears this year, thanks to possible changes in tax laws on the horizon.
By Alvina Lo Publishedtax planning
Will Our ‘Tax Party’ Soon Be Over? If So, What Happens Next?
tax planning Higher taxes could be on the way, sooner rather than later. So anyone worried that their estates or their retirement savings could take a big hit should start planning now.
By Reid Abedeen Publishedtax planning