Higher education can be an expensive endeavor, so finding ways to return some of that money to your pocket can help you cut costs. One way you might qualify involves education tax credits.

Tax season may be over, but it’s never too early to start planning for next year. If you owed more than expected, now’s the perfect time to adjust your strategy.

Florida’s tax-friendly policies attract retirees. Satellite Beach financial advisors can help you turn those advantages into a personalized retirement plan.

Tax planning isn’t just a seasonal chore. Financial advisors can help you minimize taxes throughout your financial journey. They consider your income, expenses, and investments to help craft tax-efficient strategies for each life stage.

2025 could be one of the most challenging years for estate planning in generations. This webinar delves into the possible sunset of unprecedented high federal estate and gift tax exemptions.

Tax season can feel overwhelming, but staying organized and informed can help make the process much smoother. Understanding key tax deadlines, gathering the right documents, and knowing which deductions or credits you qualify for can help you maximize your return and avoid penalties.

Discover why Dover, DE, is an ideal retirement destination for tax-conscious retirees. Learn how a fiduciary advisor can help you maximize these advantages.

Academic consulting contracts offer lucrative opportunities, but as independent contractors, academics face unique tax challenges. This income isn’t subject to withholding, potentially leading to a hefty tax bill.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help maximize your benefits and minimize the surprises. 

With President Donald Trump’s re-election and the Republican Party holding a majority in Congress, there is renewed attention on the future of the TCJA. Will these provisions be extended or made permanent? Several individual tax provisions are scheduled to sunset after December 31, 2025.

Securing the right care is paramount when facing a challenging health diagnosis. Addressing urgent financial tasks to protect your future and reduce stress for loved ones is also critical.

Deferred compensation plans can be a powerful tool for long-term financial planning, but they’re not right for everyone. This blog will explain the key factors to consider when deciding whether to participate in a deferred compensation plan.