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Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.
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Get ahead of tax season with smart year-end planning. Discover 7 key topics to discuss with your tax advisor—from income changes and IRA contributions to property sales and tax law updates—to reduce surprises and optimize your return.
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Selling your home for a profit? Learn how capital gains tax works, who qualifies for the $250K/$500K exclusion, and smart strategies to reduce your tax bill. Understand exceptions, surviving spouse rules, and more.
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Still filing your 2021 taxes? Discover last-minute tax deductions, including IRA and HSA contributions, spousal IRAs, and smart strategies to reduce your AGI before April 18, 2022.
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Learn how Roth IRA conversions can unlock tax-free growth for your retirement savings. Discover strategies, tax implications, and tips to avoid costly mistakes while maximizing long-term benefits.
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Whether you're a young individual just starting a career path or a well-seasoned professional nearing retirement, developing a savvy tax strategy today can save you from some painful surprises down the road in retirement.
But becoming tax savvy is easier said than done, mainly because what you see in your account balance is not always what you get. Traditional Roth IRAs, and other tax-deferred accounts, are a great example of this.
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Explore how the 2017 Tax Cuts and Jobs Act affects individual health insurance, employer benefits, and the repeal of the ACA individual mandate. Learn what it means for you.
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Not all tax preparers are created equal. Learn what your tax pro might not tell you—from outsourcing and credentials to missed savings opportunities—and how to protect your return.
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Learn how the CARES Act recovery rebate works, who qualifies, how much you could receive, and how to maximize your payment based on your AGI and tax filing status.
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Stay informed on COVID-19 tax relief updates. Learn how IRS and state filing deadlines shifted in 2020, including changes to estimated payments, automatic extensions, and key differences across states.