Tax Planning

How to Save Tax Documents — Digitizing Is the Answer
Tax Planning

How to Save Tax Documents — Digitizing Is the Answer

Brian Cluxton | August 28, 2024

So where do you keep all those tax documents? There are several potential solutions—but only one truly makes sense. You…

Pros and Cons of Married Filing Separately
Tax Planning

Pros and Cons of Married Filing Separately

Damien Martin, CPA | January 7, 2024

You married your spouse for better or worse—not to file your taxes jointly. According to the most recent IRS statistics,…

Year-End Tax Planning for 2023
Tax Planning

Year-End Tax Planning for 2023

Maryann Reyes, CPA, PFS | November 4, 2023

Even though the deadline for filing 2023 income tax forms is months away, the time to consider certain tax-related matters…

Frequently Overlooked Tax Deductions for 2019
Tax Planning

Frequently Overlooked Tax Deductions for 2019

Barbara Weltman, Esq. | January 6, 2020

The new tax law contains a lot of changes to deductions. Here’s what you need to know.

Some Home Owners Could Legally Defer Their Property Taxes—Are You One?
Tax Planning

Some Home Owners Could Legally Defer Their Property Taxes—Are You One?

Abigail Walters | April 8, 2019

Two dozen states let some seniors delay paying their property tax until they sell their homes or die—a potentially huge savings.

5 Tax Mistakes That Trap Widows and Widowers
Tax Planning

5 Tax Mistakes That Trap Widows and Widowers

Amy Wang, CPA | October 7, 2015

Taxes are not the first thing on someone’s mind after the death of a spouse, but they are something that…