Latest
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Five Considerations About Municipal Bonds if Tax Cuts Sunset
Tax rates are set to revert to 2017 levels after 2025, so now is the time to revisit your muni strategy and plan for optimized portfolio adjustments.
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12 Education Tax Credits and Deductions
Education Education tax credits and deductions are available for college savings, current students, and college graduates.
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Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.
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Tax Concerns for the Solo Athlete
The tax rules for individual sport athletes can be complex.
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The Three Biggest Retirement Planning Gaps I See Among DIYers
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money.
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1031 Exchanges vs Opportunity Zones: Which Has the Edge?
In the world of tax-advantaged real estate investing in 2024, which of these financial gladiators offers better tax benefits and investment potential?
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Do 1031 Exchanges Make Sense for Baby Boomers?
Here are four scenarios in which a 1031 exchange to defer capital gains taxes would be worth exploring if you're a Baby Boomer selling property.
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Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
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Five Pitfalls That Can Trip Up Your Family's Charitable Giving
It's easy to make mistakes with something as complex as charitable giving. Knowing what to watch for can help a family keep their philanthropy on track.
