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.
Webinar – 5 Ways You Could Reduce Your 2021 Taxes
Whether you choose to use a tax preparer or file yourself, you don’t want to miss out on these tax strategies that could save you!
Essential Tax Tips for IRAs
There are numerous and confusing IRA rules: Forms to file, contributions to make, distributions to take and penalties to avoid… Here’s what you need to know to avoid mistakes (or correct them).
5 Tax Benefits for Higher Education Expenses
These tax benefits can help you save on expenses for higher education to maximize your college savings.
5 Year-End Strategies for Charitable Giving
With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation.
6 Questions to Ask Your CPA Before the End of the Year
Understanding the ever-changing tax laws isn’t easy. Stay on top of your finances before the year ends by asking your tax professional these six questions.