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.
With markets down so far this year, there's a spotlight on tax-loss harvesting. Here's an overview of what you should consider before employing this strategy, including the effect harvesting losses may have on your overall portfolio goals.
Tax planning should be a year-long activity that cuts across almost everything you do financially.
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.
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!
These tax benefits can help you save on expenses for higher education to maximize your college savings.
With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation.
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.