The Self-Employed Retirement Advantage: Maximizing Savings & Tax Benefits
Self-employed? Learn how to plan your retirement with flexible & tax-advantaged options!
June 25, 2024
Tax Planning
Tax Time Hacks: Conquer Your Taxes with this Mid-Year Checkup
Don’t wait for tax season surprises! Take control with a mid-year checkup to avoid penalties and maximize savings.
June 25, 2024
Stretch Your IRA Further: How QCDs Can Help You Give Back and Save on Taxes
Save on taxes and support charities! Learn how Qualified Charitable Distributions (QCDs) from your IRA can benefit you.
June 18, 2024
Donations vs. Deductions: Understanding Political Giving and Tax Benefits
Confused about taxes & political donations? Learn how to support your cause tax-efficiently.
June 14, 2024
The Secret Weapon for Tax Season: Why Mid-Year Tax Planning Matters
Proactive tax planning mid-year can dramatically reduce your tax burden. Learn how!
June 13, 2024
The Kiddie Tax: How It Works and Strategies to Save
Kiddie tax explained! Learn how your child can save on taxes & jumpstart their financial future.
June 10, 2024
Summer Job Bonanza: How Teens Can Earn Big and Save on Taxes
Teens can earn big this summer & save on taxes! Summer jobs + high standard deduction = More money in their pockets!
June 6, 2024
Save Space & Stay Compliant: The IRS Rules on Keeping Tax Records
Completed your taxes? Learn which old tax records to keep for audit defense, amending returns, claiming refunds, and determining tax basis.
May 29, 2024
Getting Married? Don’t Forget About the Taxman!
Navigating tax implications is crucial for married couples. Learn key considerations, essential updates, and professional tips for a smooth financial transition.
May 29, 2024
Choosing the Right Tax Filing Status: Maximize Your Tax Savings
Choosing the right tax filing status is crucial for minimizing taxes and maximizing deductions. Understand the five options to make informed decisions.
May 28, 2024
