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Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

Tax Planning

Home » Archive by Category "Tax Planning"
27 Apr
Tax Planning

Tax-Smart Planning Strategies

  • May 3, 2022
  • By author-avatar Alexander Greer, CFP®
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Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to...

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11 Mar
Tax Planning

Managing Taxes on Your Investments

  • February 28, 2022
  • By author-avatar Alexander Greer, CFP®
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When it comes to your money, it’s not what you earn, it’s what you keep. Here are some ideas that may help lessen your income tax burden, so you can k...

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04 Jan
Tax Planning

2021 Tax Forms Calendar

  • January 4, 2022
  • By author-avatar Alyssa Hanzl
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Tax time can be overwhelming and stressful, but it doesn't need to be. Check out the list of dates below for any forms or statements you may be receiv...

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08 Oct
Tax Planning

Five Most Overlooked Tax Deductions

  • November 19, 2021
  • By author-avatar Alexander Greer, CFP®
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Who among us wants to pay the IRS more taxes than we have to? Check out the five most overlooked tax deductions below!   While few may rais...

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IRS Extends Additional Tax Deadlines
09 Apr
Tax Planning

IRS Extends Additional Tax Deadlines for IRAs, HSAs, and More

  • November 19, 2021
  • By author-avatar Alexander Greer, CFP®
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The IRS Extends Additional Tax Deadlines for IRAs, HSAs, and Coverdell ESAs. Previously, the Internal Revenue Service (IRS) announced that the federal...

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Make Qualified Charitable Distributions (QCDs) from your IRA
18 Mar
Tax Planning

Make Qualified Charitable Distributions (QCDs) from your IRA

  • November 19, 2021
  • By author-avatar Christopher Walsh, CFP®
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Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what's called quali...

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26 Sep
Tax Planning

How Accurate Is Your W-4 Withholding?

  • April 17, 2020
  • By author-avatar Keystone Financial Partners
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As you are probably aware, in most cases federal income taxes are withheld from your paychecks. But did you know just how much control you have ...

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