A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
Reducing Income Tax
Highlights of current and future energy tax credits
If you’ve invested in energy efficiency or alternative energy for your home or vehicle, make sure you claim the energy tax credits on your tax return.
Gifting money to family members 101
As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
Expect higher taxable gains this year
With markets running high, your taxable gains may be higher in 2021 than usual. Don’t panic! This is a good thing if managed properly.
Many tax changes removed from latest bill
House Democrats have stripped out many tax changes we’ve anticipated. See what changes remain.
Tax plan news: Capital gains changes and more
As the House Ways and Means Committee announces its $3.5 trillion tax bill, a key planning consideration will continue to be timing.
What proposed tax changes could mean for you
UPDATE: The House Ways and Means Committee released its $3.5 trillion tax proposal on Sept. 13, 2021. See how the tax plan has changed since the proposal...
Tax changes we anticipate for 2021
As tax documents fill your mailbox, you may wonder what will come of tax changes President Joe Biden promised during his campaign. See what changes we anticipate.
Wealth Preservation: Tax Reduction Planning
Tax planning is a very important aspect of wealth preservation. If you have a sizeable portfolio, there are many opportunities to peck away at your tax burden.