12 Simple Year-End Tax Planning Tips to Consider Now

Tax planning may not be top of mind this time of year, but giving it some thought can help maximize your long-term savings and boost your retirement nest egg. It isn’t something that needs to take a lot…more

Tax Hikes Are Coming—Here’s How to Prepare

Even before President Biden took office, many high-net-worth individuals began preparing for the possible tax changes ahead. And now that lawmakers are hard at work figuring out how to pay for the $3.5 trillion budget resolution they passed…more

Want to Lower Your 2021 Tax Bill? Consider Opportunity Zones

If you’ve ever profited from the sale of a highly appreciated asset, you know what a challenge it can be to minimize the capital gains tax exposure. What starts out as a high-five moment can feel more like…more

The Tax Implications of Biden’s New Proposals

President Biden recently unveiled sweeping proposals that are getting much attention from politicians and working Americans alike. Together, the American Families Plan and American Jobs Plan would devote over $4 trillion to overhauling infrastructure, expanding affordable childcare, upping…more

How Biden’s Tax Plan Could Impact Your Finances

The presidential election is right around the corner, and millions of Americans have already cast their votes. It’s impossible to predict who will come out on top, although former Vice President Joe Biden has been leading in recent…more

5 Strategies to Minimize Taxes in Retirement

After working for decades, retirement is about transitioning away from the daily grind and taking some much-deserved time for yourself. If you planned ahead and began contributing to your nest egg early on, you’ll have funds waiting for…more