How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think ...

As your income grows from your small business, it can be shocking how large your tax liabilities can be each year. From State and Federal income taxes to self-employment taxes, your tax bills can be ...

This financial advisor thinks tax planning should be part of every client relationship. Reducing your taxes is an integral part of a comprehensive financial plan as well as any wealth-building ...

As advisory practices and CPA firms increasingly find themselves working together in some capacity, many veteran financial advisors are providing tax planning services under the same roof as their ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

It probably feels as though you just filed your taxes — and here we are offering an article on midyear tax planning. The truth is that while many people are understandably tuned into tax when filing ...

It's the time of year that most tax professionals begin reaching out to clients to begin planning for the tax season and tax years ahead — and this year, more than any in recent memory, is a very ...

I received the following email from a potential client several months ago: I was unsettled when I found out only recently that our financial adviser informed me in so many words that he does not give ...

As the tax deadline nears, you may be wondering how much you owe the IRS and how to pay that bill. Alternatively, you might be expecting a refund, and looking forward to putting that money to use.

What Are Charitable Tax Credits? Charitable tax credits are the government's financial incentives to encourage taxpayers to ...