Charitable Contributions: The Difference Between Giving and Giving Strategically
Most people don’t think about charitable giving in tax terms.They think about the organization. The...
Posts about
Tax planning
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their...
How to Grow Your Post-Tax Net Worth
There’s a point where increasing income stops being the main lever.
Most business owners hit it at...
Exploring Whether to Make Roth Contributions to Your 401(k)
A Roth option is now almost universally offered by 401(k) plans, according to the Plan Sponsor...
Smart Reasons to Extend Your 2025 Tax Return
The deadline for filing individual income tax returns for 2025 is April 15, 2026. If you haven't...
Why Now Is a Good Time to Review Your Withholding
Filing your 2025 federal income tax return can provide valuable insights to help with 2026 tax...
Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical...
Demystifying the Tax Rules for Net Operating Losses
Taxpayers who suffered net operating losses (NOLs) in the 2025 tax year may hope to take advantage...
Strategies for Holding Real Property: What You Need to Know
When purchasing real estate, one of the most common questions property owners ask is whether they...
What's New With Your Form 1040 This Year
The IRS typically updates Form 1040 every year—sometimes a little, sometimes a lot. Given the many...