2022 Tax Planning

2022 Tax Planning

It is nearing the end of the year. It is perfect time to assess your tax situation for the coming years tax return. Considering the current state of the economy/market, this year may be as important as ever for good tax planning. While we don’t know how 2022 will end...
2021 Tax Planning

2021 Tax Planning

You have probably been hearing a lot of talk about possible tax law changes lately. Considering all the changes that we’ve had over the last two years, this year may be as important as ever for good tax planning, especially with the likelihood of future tax rates...
Tax Planning: What It Is & Why You Should Be Doing It

Tax Planning: What It Is & Why You Should Be Doing It

Tax planning is the process of managing your financial plan with the goal of reducing your tax liability and safeguarding assets at the federal and state level. Most tax planning involves deductions, credits and current vs. future tax rates. When tax planning, you...
Tax Credits: Take Them All

Tax Credits: Take Them All

With tax season in full swing you are probably starting to work on your personal return or getting ready to discuss your personal return with your CPA. One thing to keep in mind this year are tax credits; they’re real, they are valuable and you should take all...