Similarities Between Tax Planning and Estate Planning
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!
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Tax Doctor
- Dec 7, 2022
- 3 min
What's the Difference Between Tax Planning and Tax Evasion?
Reducing your taxes doesn't have to be shady - there are several legal methods to cut down on what you owe.
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Tax Doctor
- Nov 23, 2022
- 4 min
Why is Tax Planning Important?
Tax planning is extremely important for individuals, families, and businesses because it can save you money.
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Tax Doctor
- Nov 10, 2022
- 3 min
Know the Tax Consequences of Your Stock Trading
Tax planning is not something to be brushed off when working with stockbrokers. Keep tax planning in mind as you buy and sell assets.
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Tax Doctor
- Nov 9, 2022
- 3 min
How Can I Avoid Paying IRMAA?
Individuals who earn over $91,000 a year and on certain Medicare plans are required to pay additional premiums.
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Tax Doctor
- Oct 25, 2022
- 3 min
Why Do Rich People Pay Less Tax Than the Rest of Us?
Do the wealthy actually pay less tax than the rest of us? And if so, how do they do it? Let's investigate.
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Tax Doctor
- Sep 22, 2022
- 5 min
What is Tax Planning?
Tax planning is the process of legally minimizing your tax liability. This can be done by taking advantage of tax breaks and deductions,...
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Tax Doctor
- Feb 22, 2022
- 2 min
Simple or Complex, Tax Planning is Important!
Sometimes “Tax Planning” can be easy: “Open an IRA and it reduces your taxable income.” Other times it can be complex, especially for LLCs.
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Tax Doctor
- Jan 21, 2022
- 2 min
Recent Conservation Easement Tax Cases are Settling Favorably for Taxpayers
Reasonable IRS Appraisal Triggers Conservation Easement Settlement
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Tax Doctor
- Jan 14, 2022
- 2 min
Tax Season Is Here Again! Choose Apples or Oranges
Tax planning offices often don’t look like a franchise. If you want CPAs or EAs doing your work, look off the beaten bath.
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Tax Doctor
- Jan 7, 2022
- 2 min
Another Tax Season is Almost Upon Us
Tax filing season is looming again, with the IRS saying they will begin accepting returns between January 24th and 30th.
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Tax Doctor
- Dec 10, 2021
- 2 min
It’s Not Too Late to Cut Your Current Tax Bill in Half!
Donor-Advised Funds or “DAFs” can normally be established with a one-page simple account form, requiring minimal information.
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Tax Doctor
- Dec 3, 2021
- 2 min
Time to Give, but Also Receive (from Uncle Sam)!
There is one very useful tool that many senior citizens are not aware of that can help with charitable giving and tax planning: QCD
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vicky1480
- Nov 22, 2021
- 2 min
It’s Stock Loss Harvesting Time
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.
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Tax Doctor
- Nov 12, 2021
- 2 min
The 2022 Tax Code Adjustments Are Out…But Are They Reliable?
Usually when this information is released each year it is a “done deal.” However, this year the IRS has cautioned that thought.
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Tax Doctor
- Oct 29, 2021
- 2 min
Tax Planning and COVID: Extract Some Good From the Bad
In the past 18 months, COVID-19 has financially affected many people, and our financial future as a country is tenuous. As Fall takes...
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Tax Doctor
- Oct 22, 2021
- 3 min
The Most Used Tax Planning Concept for November and December
Today we’re going to talk about the most used tax planning concept in the month of November and December, charitable planning.
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Tax Doctor
- Oct 8, 2021
- 2 min
“Fall” Into Tax Savings for Next Year!
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.
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vicky1480
- Sep 17, 2021
- 2 min
Tax Armageddon on the Way?
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...
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Tax Doctor
- Sep 10, 2021
- 4 min
Don’t Let Your Stockbroker off the Hook When It Comes to Tax Planning
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. ...
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