Your year-end tax planning checklist

Your year-end tax planning checklist

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and...
Have you hired the right tax accountant?

Have you hired the right tax accountant?

Tax Planning Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution. Not everyone needs a professional in their corner come tax season. For some, tax software might do, perhaps followed by a professional review. But for those...
Laying the Groundwork for Tax Season

Laying the Groundwork for Tax Season

Tax Planning January 05, 2022 Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions...
Trim Your Future Tax Bill by Thinking Ahead

Trim Your Future Tax Bill by Thinking Ahead

Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your tax savings –...
How Different Types of Investment Income Are Taxed

How Different Types of Investment Income Are Taxed

Tax Planning April 06, 2021 Learn how interest income, capital gains, dividends and retirement income are treated at filing time. The federal tax system is not exactly straightforward. There are myriad deductions and credits, various tax brackets, additional payroll...