Make Taxes Easier with Year-End Tax Planning
It’s a great practice to participate in year-end tax planning. Not only does planning equal fewer surprises, but it also gives you the opportunity to…
How Kiddie Tax Rules Affect You
Many people ask if they can save on taxes by transferring assets into their children’s names. This tax technique is called income shifting. It seeks…
How 529 Plans Offer Tax Savings for School Tuition
What are 529 plans? Also known as qualified tuition programs, these plans enable prepayment of higher education costs on a tax-favored basis. Types of 529…
Year End Tax Planning Strategies
As we wrap up 2021, there’s many tax planning strategies to consider. As your tax and financial team, we want to help you navigate your…