Tax-planning
Latest
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Time for These End-of-Year Tax Planning Tips
Tax Letter With a short time left before 2023 comes to a close, tax planning is all-important. Here are some areas to focus on.
By Joy Taylor Last updated
Tax Letter -
Five Financial Moves to Make as Year's End Approaches
Now’s the time to review where you are and where you’re going, wrap up remaining goals for 2023 and think about what you want to accomplish in 2024.
By Kate Winget Published
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6 Smart Ways to Cut Your Utility Bills
Tax Breaks Tax breaks and potentially lower home energy costs make these green projects worth a look.
By Lisa Gerstner Last updated
Tax Breaks -
What to know about the SECURE 2.0 retirement savings changes for 2024
Tax Letter Some of the SECURE 2.0 retirement savings provisions kicked in this year. Others are still to come. Here's what you should know.
By Joy Taylor Published
Tax Letter -
Is Your Financial Adviser Doing a Good Job for You?
If your meetings focus only on investment returns, that’s a problem. These 10 questions can help you determine if your financial adviser is being lazy.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
By Laura Schultz, J.D., IAR Published
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Three Smart Money Moves to Make This Fall
Now’s a great time to check in on investments, budgets and tax plans to make sure everything is on track for the rest of the year.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Delaware Statutory Trust: The Landlord’s Exit Many CPAs Don’t Know Exists
Are capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you’re looking for.
By Mike Decker, NSSA® Published
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A Tax Planning Cautionary Tale: Timing and Formalities Are Critical
A business owner learned the hard way (and at great cost) not to dawdle or cut corners when it comes to tax plans involving the sale of a business.
By John M. Goralka Published