Insights

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

The tax season is officially here. If you haven't already, now is the time to get prepared.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

Here are some things you might consider before saying goodbye to 2021.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

If you own assets outside of the United States, it's important to understand your potential tax obligations. What's a FATCA, and who does it impact? Here's what you'll need to know.

If you have children under 18 in your household, you could be receiving an enhanced tax credit for the 2021 tax year. Here's what you need to know about this one-time change to the child tax credit.

A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.

As we continue to move through the worldwide pandemic, there are a few ways savvy spenders could use their tax refund to help their own financial standings and support their local economy. Read on to learn how.

The IRS has extended the tax filing season for a second time since the start of the COVID-19 pandemic. Here's what those who have yet to file their tax return need to know.

Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

Think that your 2020 tax situation is written in stone? Think again.

The CARES Act provided economic benefits in direct response to COVID-19. Read on to learn the ways you can access these benefits for the 2020 tax year.

Whether you've run a business for years or are starting, understanding your business taxes is essential. If you've been affected by COVID-19, here's how the CARES Act impacts business taxes for 2020.

If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.

Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020.

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.

The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.