Tag: Income Tax Planning

Article
January 12, 2026
IRS electronic payments

The Switch to Electronic Tax Payments: What You Need to Know

The IRS stopped accepting paper checks for tax payments on September 30, 2025. Find out why the rule changed and how to pay taxes electronically.

Home
January 8, 2026
Tax Strategies for the Affluent Investor Webinar

5 Tax Strategies for the Affluent Investor Video from Savant Wealth Management

Watch the video “5 Tax Strategies for the Affluent Investor” to learn expert strategies on tax management. Get practical tips from Savant Wealth Management.

Home
December 18, 2025
Optimizing Tax Strategy Webinar

Optimizing Your Tax Strategy Video from Savant Wealth Management

Watch the video “Optimizing Your Tax Strategy” to learn expert strategies on taxation. Get practical tips from Savant Wealth Management.

Article
December 4, 2025
how-a-financial-advisor-hanover-pa-can-help-you-plan-for-tax-efficient-retirement, Iowa City retirement tax planning

What to Know About Retirement Tax Planning in Iowa City

Retirement tax planning in Iowa City requires careful coordination of income, withdrawals, and strategy. Learn how a fiduciary approach can help protect long-term wealth.

Article
December 2, 2025
Year-End Tax Moves

12 Year-End Tax Strategies to Consider for 2025

Discover smart year-end tax strategies to help reduce your 2025 tax bill before December 31.

Article
December 2, 2025
financial advisors in Evanston, IL

Gryphon Joins Savant: A Conversation with John Swee

Gryphon Advisors joins Savant and brings a legacy of holistic financial planning. Partner John Swee explains the firm’s origins, vision, and client-first approach.

Article
November 28, 2025
financial legacy, affluent families, tax law changes, Iowa City, Columbia, SC, Vienna, VA

How a Financial Advisor in Iowa City Helps Affluent Families Navigate Tax Law Changes

Learn how affluent families in Iowa City can adapt to changing tax laws with strategies like tax-loss harvesting, estate planning, and fiduciary guidance.

Article
November 28, 2025
High Earning Professional, victory lap career

Tax Planning for High-Earning Professionals in Iowa City

Discover tax strategies for high-earning professionals in Iowa City, including charitable giving, investment planning, and working with a fiduciary financial advisor.

Article
November 25, 2025
Tax-Efficient Investment Strategies for Hoffman Estates Professionals

Tax-Efficient Investment Strategies for Hoffman Estates Professionals

Learn tax-efficient investing strategies for Hoffman Estates, IL, professionals. Explore ways to grow wealth and help minimize taxes with integrated financial planning.

Article
November 21, 2025
inheritance and wealth transfer

Planning for Inheritance and Wealth Transfer in Indianapolis

Plan your estate with wealth transfer strategies for high-net-worth individuals in Indianapolis with a fiduciary financial advisor.

Article
November 21, 2025
High-Earning Executive

Estate and Tax Planning Considerations for High-Earning Executives in Doylestown 

Executive estate planning in Doylestown made easier through tax-efficient strategies for high-income professionals to help protect wealth and support your legacy goals.

Article
November 19, 2025
401(k) changes coming in 2026

401(k) Changes Coming in 2026: What High Earners Need to Know About Roth Catch-Up Contributions

Starting Jan 1, 2026, high earners must make 401(k) catch-up contributions as Roth under SECURE 2.0.

Contact