Have You Considered Tax-Loss Harvesting?
Tax-loss harvesting can be a savvy way to reduce your capital gains taxes, but here's why it needs to be coordinated with your overall financial plan.
New Federal Income Tax Brackets for 2023
Amid soaring inflation, the IRS has released higher federal income tax brackets and higher standard deductions for 2023.
Turn Investment Losses into Tax Breaks with Tax-Loss Harvesting
If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. Here’s a look at a potential way to reduce your tax bill.
What Is a Federal Gas Tax Holiday? – Daily Flash Briefing
A federal gas tax holiday would aim to lower the cost of gas, but politicians and economists are not sure how much help it would provide Americans.
How to Bunch Charitable Gifts to Maximize Tax Savings
If you're charitably inclined and in search of ways to save on taxes, look no further! Here's what you need to know about charitable bunching.
How to Be More Tax Efficient in 2022 – Daily Flash Briefing
Tax planning should be a year-long activity that cuts across almost everything you do financially.
Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient
You are not finished with your taxes after you file your return. In fact, the first step to becoming more tax efficient begins with your 1040 tax return.
How Should You Spend a Tax Refund?
How you should spend (or invest) your tax refund depends on a variety of personal circumstances. Here are seven ideas to use as inspiration.