2025 Year-End Tax Planning Opportunities
The 2025 tax year brings significant changes following the passage of the One Big Beautiful Bill Act (OBBBA) in July, a law…
12.02.25 Resources2025 Year-End Charitable Giving Opportunities
As the year winds down, now is the time to consider making charitable contributions before the December 31 deadline to…
11.10.25 Taxes2025 Tax Reference Guide
The 2025 Tax Reference Guide offers a detailed overview of the latest federal tax updates, shaped by the enactment of…
09.02.25 Next GenerationHow to Teach Your Children About Taxes
Many parents start teaching their children about money at a young age. Topics like budgeting, learning how to save, investing,…
03.05.25 TaxesFive Most Overlooked Tax Deductions
Many Americans overpay on taxes by not claiming eligible deductions, and this article introduces the five commonly overlooked opportunities for managing tax bills.
05.03.24 TaxesTax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…
06.15.21 TaxesTax Efficiency in Retirement
What role should taxes play in your investment decisions?
04.20.21 Taxes1099 Forms
Explaining the many types of 1099 forms and their uses.
03.01.21 Finance Planning & InvestmentsMaking a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
06.05.20