It’s no secret that energy costs keep going up. The good news is that federal tax credits are available to people who invest in energy efficiency in their home and vehicles.
Reducing Income Tax
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
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.
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.
House Democrats have stripped out many tax changes we’ve anticipated. See what changes remain.
As the House Ways and Means Committee announces its $3.5 trillion tax bill, a key planning consideration will continue to be timing.
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 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.
Last year (per Raymond James), the Internal Revenue Service (IRS) saw a 60% increase in phishing scams that tried to steal money or tax data from individuals.