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Tax Planning

Home » Archive by Category "Tax Planning"

27 Apr

Tax Planning

Tax-Smart Planning Strategies

May 3, 2022
By Alexander Greer, CFP®

Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to...

11 Mar

Tax Planning

Managing Taxes on Your Investments

February 28, 2022
By Alexander Greer, CFP®

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...

04 Jan

Tax Planning

2021 Tax Forms Calendar

January 4, 2022
By Alyssa Hanzl

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...

08 Oct

Tax Planning

Five Most Overlooked Tax Deductions

November 19, 2021
By Alexander Greer, CFP®

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...

09 Apr

Tax Planning

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

November 19, 2021
By Alexander Greer, CFP®

The IRS Extends Additional Tax Deadlines for IRAs, HSAs, and Coverdell ESAs. Previously, the Internal Revenue Service (IRS) announced that the federal...

18 Mar

Tax Planning

Make Qualified Charitable Distributions (QCDs) from your IRA

November 19, 2021
By Christopher Walsh, CFP®

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...