I can practically hear the collective sigh of relief; we made it through another round of gathering receipts, sweating over deductions, and (hopefully) celebrating a nice refund. Still, it’s important to make the most of this influx of funds...
If you’ve stumbled upon this, chances are time is of the essence – so, let’s get straight to the point! Tips For Procrastinators on Tax Day We get it, Life can get busy, and sometimes tax preparation takes a...
Somehow, the word “taxes” has a way of sending shivers down our spines. Few things induce as much collective groaning. It’s the one topic that can turn a lively conversation into a somber affair. But have you ever stopped...
If you’ve ever dipped your toes into the ecosystem of investments, you’ve probably encountered the terms “capital gains” and “losses.” But what do these really mean, and how do they affect your tax bill? What’s The Fuss All About?...
What if your paycheck could talk? What if it whispered a secret? Not just any secret, but one that could save you a bundle come tax season. What if you could peek into the future, not to see your...
If it sounds too good to be true, it probably is. We’ve all heard this saying, and when it comes to taxes, it couldn’t be more accurate. History teaches us that the tax season can be a bit like...
It’s a common question we get as financial professionals: what happens to taxes when a couple decides to part ways? What Is Your Filing Status Now? Divorce and separation are emotionally charged events, and the last thing on many...
Cooper and Ann just got married! However, amidst the bliss, there’s one thing they might not have thought about yet – the tax side of marriage. Now, taxes may not be as romantic as candlelit dinners, but they are...
If you’re reading this, you’re probably in one of three boats: No matter which boat you’re in, one thing’s for sure: taxes can be confusing. The jargon, the forms, the deadlines – it’s enough to make anyone’s head spin....
It’s natural to want to set ourselves up for financial success, and one key aspect of this is understanding and implementing tax-efficient saving strategies. By the end of this read, you’ll have a clear understanding of actionable steps to...