Adulting is hard. Life gets in the way and things like estate and tax planning are pushed down the road. But they're so important!

Reducing your taxes doesn't have to be shady - there are several legal methods to cut down on what you owe.

Tax planning is extremely important for individuals, families, and businesses because it can save you money.

Tax planning is not something to be brushed off when working with stockbrokers. Keep tax planning in mind as you buy and sell assets.

Individuals who earn over $91,000 a year and on certain Medicare plans are required to pay additional premiums.

Do the wealthy actually pay less tax than the rest of us? And if so, how do they do it? Let's investigate.

Tax planning is the process of legally minimizing your tax liability. This can be done by taking advantage of tax breaks and deductions,...

Sometimes “Tax Planning” can be easy: “Open an IRA and it reduces your taxable income.” Other times it can be complex, especially for LLCs.

Reasonable IRS Appraisal Triggers Conservation Easement Settlement

Tax planning offices often don’t look like a franchise. If you want CPAs or EAs doing your work, look off the beaten bath.

Tax filing season is looming again, with the IRS saying they will begin accepting returns between January 24th and 30th.

Donor-Advised Funds or “DAFs” can normally be established with a one-page simple account form, requiring minimal information.

There is one very useful tool that many senior citizens are not aware of that can help with charitable giving and tax planning: QCD

Many investors have had success this year, which might mean that capital gains tax reporting is on it’s way to their 2021 tax returns.

Usually when this information is released each year it is a “done deal.” However, this year the IRS has cautioned that thought.

In the past 18 months, COVID-19 has financially affected many people, and our financial future as a country is tenuous. As Fall takes...

Today we’re going to talk about the most used tax planning concept in the month of November and December, charitable planning.

f you’re still out on a tax extension, heads up — you have less than a week, so it’s time to finish whatever you have been putting off.

Every new president makes changes to the tax code, so why is this time so different? The short answer is because our “books” as a...

Don’t let your stockbroker off the hook when it comes to tax planning. Many people work with brokers when they buy and sell stocks. ...