While many soon-to-be retirees focus on the future benefits of retirement planning, such as the new adventures, trips, and activities on the horizon, finances should...
read moreNew Income Tax brackets for 2024 – What You Need to Know
December 12, 2023
Taxpayers likely have end-of-year tax preparation for 2023 looming, but they must not underestimate the importance of tax management and tax planning in the coming...
read moreTax Breaks for Your Student Loans
November 21, 2023
If you are grappling with repaying the debt owed from current or past student loans, you are certainly not alone. According to 2023 student loan...
read moreSocial Security Tax Changes – What You need to know
November 9, 2023
There is good news and bad news on the horizon for the 71 million Americans who currently receive Social Security benefits due to a Cost-of-Living...
read moreTrust and Estate Tax Planning for Future Generations
October 24, 2023
You have worked your entire life to ensure your loved ones are financially secure well into the future. However, the estate you leave behind can...
read moreTax Extension 2023 Deadline is Coming up
October 9, 2023
October 16, 2023, marks the last day Americans can file their 2022 annual taxes. If you requested a tax extension past the traditional “Tax Day”...
read moreThe Benefits of Tax Planning when Buying a New Home
September 21, 2023
The importance of tax planning trickles into all of life’s major events, and that certainly includes buying a new home. Often, new homeowners are drowned...
read moreThe Importance of Tax Planning Strategies for Small Business Owners
September 8, 2023
As the U.S. Supreme Court prepares to hear a landmark tax law case in the fall of 2023 and a number of COVID-19-related tax breaks...
read moreTax and Estate Planning for Business Owners
August 24, 2023
Business owners have a full plate on a day-to-day basis and need to keep their attention focused on their everyday operations and long-term plans for...
read moreTax Credits and Deductions for College Students
August 10, 2023
College can be an expensive venture for students and their families., However, when it comes to your annual taxes, higher education can have some perks...
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