7 Midyear Tax Planning Tips for Individuals
Summer is a good time to reflect on tax planning moves that could lower this year's tax bill. It...
Posts about
Tax planning (3)
Set up a Tax-Favored ABLE Account for a Family Member with a Disability
Today, most states offer programs that allow you to establish a tax-favored account to cover the...
Planning for Taxable Gains and Losses
What's the difference between capital gains and losses and ordinary gains and losses? The...
Do You Qualify for the 0% Tax Rate for Capital Gains and Dividends?
Many people currently qualify for a 0% federal income tax rateon net long-term capital gains...
Smart Tax Planning Pays Off
If you're financially successful or expect to become so, taxes are or will become one of your...
Ready, Set, Retire
Have you given any thought to your retirement? Even if you don't expect to retire anytime soon, the...
Making a Loan to a Family Member to Help with a Home Purchase
Interest rates on residential mortgage loans have increased significantly over the last few years....
Two Important Breaks for Mature Taxpayers to Consider
If you're an "experienced" taxpayer, you're probably entitled to some age-based federal income tax...
Withdrawing Cash from Your C Corporation
C corporation ownersoften need to take cash out of the business to pay personal expenses or to...
QBI Deduction: Use It or (Possibly) Lose It
The qualified business income (QBI) deduction is available to eligible individuals through 2025....