Tis the Season for Tax-Friendly Giving Strategies

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire...

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Watch Out for These Common Tax Scams

According to the Internal Revenue Service, tax scams tend to increase during tax season and/or times of crisis. Stay...

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Income Tax-Planning Techniques

As we bid farewell to 2023 and embrace the new year, the annual ritual of setting resolutions is upon us. Amidst the...

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Tax Planning for the Self-Employed

While self-employment gives you the opportunity to be your own boss, it also comes with additional responsibilities...

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Making Tax-Free Gifts to Cover Medical Care Expenses of Others

By paying for a friend or family member’s medical expenses, you can help someone in need while also reducing the size...

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Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax...

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Tax Considerations for Separating & Divorcing Couples

While there are many considerations for couples separating or divorcing, one impacted area that can often be overlooked...

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Preparing for Tax Season and Document Retention

A new year is a good time to start thinking about what you'll need to do before filing your taxes. It should come as no...

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Tax Checklist for Newlyweds

As you begin your new life as a married couple, you’re likely not thinking about your taxes. After saying “I do”,...

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Making Tax-Free Gifts of Tuition

The annual gift tax exclusion allows someone to give up to $16,000 (in 2022) to any person in a calendar year ($32,000...

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