tax planning
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11 Education Tax Credits and Deductions 2023
Tax Credits Education tax credits and deductions are available for college savings, current students, and college graduates.
By Katelyn Washington Last updated
Tax Credits -
What to know about the SECURE 2.0 retirement savings changes for 2024
Tax Letter Some of the SECURE 2.0 retirement savings provisions kicked in this year. Others are still to come. Here's what you should know.
By Joy Taylor Published
Tax Letter -
Calculating Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor Last updated
Social Security -
Is Your Financial Adviser Doing a Good Job for You?
If your meetings focus only on investment returns, that’s a problem. These 10 questions can help you determine if your financial adviser is being lazy.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
By Laura Schultz, J.D., IAR Published
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When Are Estimated Tax Payments Due in 2023?
Tax Deadlines You make estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor Last updated
Tax Deadlines -
Three Smart Money Moves to Make This Fall
Now’s a great time to check in on investments, budgets and tax plans to make sure everything is on track for the rest of the year.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Delaware Statutory Trust: The Landlord’s Exit Many CPAs Don’t Know Exists
Are capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you’re looking for.
By Mike Decker, NSSA® Published
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A Tax Planning Cautionary Tale: Timing and Formalities Are Critical
A business owner learned the hard way (and at great cost) not to dawdle or cut corners when it comes to tax plans involving the sale of a business.
By John M. Goralka Published