The April 15th  Tax Day for  2024 may be months away, but it’s never too early to start employing smart strategies that will help minimize your taxes throughout the year. This can help you ensure no unpleasant surprises when it’s time to file.  Tax preparation and planning that occurs all year long results in the...Read More

With the easing of the global pandemic coupled with a rise in inflation, 2022 saw several broad financial changes that naturally resulted in changes to Americans’ annual taxes. Some of these changes were beneficial. For example, a shift in the tax brackets due to inflation or an increase in the standard deductions. Additionally, other changes...Read More

Since the start of the Coronavirus pandemic, more and more Americans have abandoned a traditional 9-to-5 office job lifestyle. Instead, millions of people have used the rise of home offices, Zoom meetings, and remote work capabilities to follow their own paths. This includes starting a business, becoming an independent contractor, or simply picking up a...Read More

Tax planning and preparation can be a hassle for anyone. Tax season sometimes is an exhausting time to think about, and it is a dreaded time of the year for many. However, did you know your life could be made easier by using tax planning services? We are here to tell you how. By following...Read More

Welcome to the world where tax and real estate are both combined and tricky to navigate. It doesn’t always have to be like that, though, especially when you understand what you are getting yourself into. We could run through all the numbers and rates to get technical. However, let’s focus on the details that may...Read More

What is your tax plan for 2022? Because it’s that time of year again. This year, just like any year, if the IRS audits you, you will need to have supporting documentation. But the IRS is dealing with backlogs of unprocessed tax returns that date back to 2020. So, like you, they are also wading...Read More

Estate planning is not just for the wealthy. Financial mastery is about mindful planning, no matter how large or small your estate is. You need your assets to go to the right people when you die (or should you become incapacitated). In either case, careful estate planning will prove to be a lifesaver. Estate planning...Read More

Will I be paying taxes when I retire? It’s a question you should definitely be considering. This is where being smart about tax planning for retirement comes into play. You can enjoy your golden years without the worry of paying taxes and preserve your life’s savings to continue living in comfort. The secret lies in...Read More

With tax season approaching, we thought it was as good a time to discuss tax planning. In general, tax planning is not an easy feat, especially for a business owner. Just thinking about figuring out tax credits, tax liabilities, capital gains taxes and more sends many people into  panic. There is a lot more information...Read More

If there’s an aspect of financial planning that’s leading the pack in the running for Most Neglected, it’s probably tax planning. We all pay taxes, so it’s something we’ve all got to do to some extent, and many view it as a chore. This is unfortunate, as intelligent tax planning can potentially save you significant...Read More