It’s a common question we get as financial professionals: what happens to taxes when a couple decides to part ways? What Is Your Filing Status Now? Divorce and separation are emotionally charged events, and the last thing on many...
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Cooper and Ann just got married! However, amidst the bliss, there’s one thing they might not have thought about yet – the tax side of marriage. Now, taxes may not be as romantic as candlelit dinners, but they are...
If you’re reading this, you’re probably in one of three boats: No matter which boat you’re in, one thing’s for sure: taxes can be confusing. The jargon, the forms, the deadlines – it’s enough to make anyone’s head spin....
It’s natural to want to set ourselves up for financial success, and one key aspect of this is understanding and implementing tax-efficient saving strategies. By the end of this read, you’ll have a clear understanding of actionable steps to...
“Taxes? In January?” January may seem like an unlikely time to think about taxes, especially when you’re still recovering from holiday hangovers and adjusting to the routine of the new year so much so that the mere thought of...
Staying current on tax laws and changes is crucial for individuals and businesses alike. The tax code is constantly evolving, and failure to keep up with these changes can result in costly mistakes, missed opportunities, and even legal consequences....
Achieving tax success can be a challenging task for individuals and businesses alike. However, with the right approach, anyone can achieve their desired tax outcome. The key to success lies in strategic planning. In this blog, we will explore...
Tax season can be a stressful time for many individuals, especially if they are unfamiliar with the process. However, it doesn’t have to be! By understanding some basic tax concepts and following a few simple steps, you can prepare...