Tax Planning

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here

Maintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations, but

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money.

While national focus has been on uncertainty around new tax laws, there are many individual tax-planning opportunities you should consider before year-end to

Why sell shares when you can gift them?

No one wants to see an IRS auditor show up at their door...

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could

Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.

If you’re looking to lower your tax liability before the deadline, here are some options to consider.


Sequence of returns can play a role in your overall portfolio.

It’s a new year, full of new possibilities for what may lie ahead.