If you’re considering a significant charitable gift before year end, an outright cash donation isn’t your only option. A charitable remainder trust (CRT) can provide meaningful tax advantages while supporting
If you’re buying a home or purchased one this year, you’re likely familiar with common homeowner tax breaks such as the mortgage interest deduction and property tax deduction. However, many
As 2026 ends, now is a good time to review your retirement savings strategy. Boosting your 401(k) contributions before year-end may help lower your current tax bill, enhance employer matching
Divorce and legal separation often involve difficult financial and personal decisions. During dividing assets, determining custody arrangements, and negotiating support payments, tax implications can easily be overlooked. However, decisions made
A Roth IRA for teens can be one of the most valuable financial planning tools available to young workers. While retirement may seem far away, earning income during the teenage
Strong portfolio performance can bring tax considerations beyond capital gains. For some taxpayers, higher investment income may also trigger the 3.8% net investment income tax (NIIT). The NIIT has applied
Tax law changes taking effect for 2026 may increase alternative minimum tax (AMT) exposure for some higher-income taxpayers. If you may be affected, it’s important to consider the AMT before
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, year-end is an important time to review the
Remote work can broaden your job options and make day-to-day life more flexible. However, working from a different state than your employer, or spending part of the year working from
Tax-Smart Planning for Investment Real Estate Owners Real estate can play an important role in a broader investment strategy. For many individuals, rental property ownership may help diversify their portfolio,
