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Taxes

Have You Considered Tax-Loss Harvesting?

Have You Considered Tax-Loss Harvesting?

December 1, 2022 by Marc Bautis

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.

Read moreHave You Considered Tax-Loss Harvesting?
New Federal Income Tax Brackets for 2023

New Federal Income Tax Brackets for 2023

October 19, 2022 by Bautis Financial

Amid soaring inflation, the IRS has released higher federal income tax brackets and higher standard deductions for 2023.

Read moreNew Federal Income Tax Brackets for 2023
Tax-Loss Harvesting | Tax Time

Turn Investment Losses into Tax Breaks with Tax-Loss Harvesting

October 6, 2022 by John Williams

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.

Read moreTurn Investment Losses into Tax Breaks with Tax-Loss Harvesting
Federal Gas Tax Holiday

What Is a Federal Gas Tax Holiday? – Daily Flash Briefing

June 23, 2022 by Bautis Financial

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.

Read moreWhat Is a Federal Gas Tax Holiday? – Daily Flash Briefing
How to Bunch Charitable Gifts to Maximize Tax Savings

How to Bunch Charitable Gifts to Maximize Tax Savings

June 23, 2022 by Kayla Waller

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.

Read moreHow to Bunch Charitable Gifts to Maximize Tax Savings
How to Be More Tax Efficient

How to Be More Tax Efficient in 2022 – Daily Flash Briefing

May 11, 2022 by Bautis Financial

Tax planning should be a year-long activity that cuts across almost everything you do financially.

Read moreHow to Be More Tax Efficient in 2022 – Daily Flash Briefing
Analyzing Tax Return

Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient

May 4, 2022 by Bautis Financial

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.

Read moreEpisode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient
How to Spend Your Tax Refund

How Should You Spend a Tax Refund?

April 7, 2022 by Bautis Financial

How you should spend (or invest) your tax refund depends on a variety of personal circumstances. Here are seven ideas to use as inspiration.

Read moreHow Should You Spend a Tax Refund?
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Montclair, NJ 07042
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