Every year around Halloween, the Internal Revenue Service (IRS) gives taxpayers a treat when they formally announce inflation adjustments for over 60 tax provisions. These adjustments affect individual tax brackets, retirement contribution limits, annual gifting limits, and more.

Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You’re not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner.

Don’t let tax and estate planning slip through the cracks. Neglecting these areas can possibly jeopardize your retirement. Learn why they’re important and how to help protect your savings.

Fall is here, and with it comes the annual tax planning season. It’s time to review your tax situation and explore ways to optimize your tax returns. With just a few months left in 2024, now is the perfect time to take action.

Savant’s tax team discusses year-end tax strategies and upcoming changes due to the expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025 in this recorded webinar.

The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to individual tax filing. However, many of the individual tax benefits were temporary and set to expire at the end of 2025.

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 to maximize your benefits and minimize the surprises.

We all know the saying: in life, only death and taxes are certain. And the IRS figures back this up. While taxes are unavoidable, there are strategies you can use to manage your tax burden.

While some have already put tax season behind them, millions are still scrambling to meet the October 15th extension deadline. This can be stressful, but with better planning, you can make next year’s tax season smoother and potentially reduce your tax burden. Here are some tips to get you started.

While many businesses relegate tax planning to year-end, it can be a missed opportunity. Spreading tax planning throughout the year allows for proactive strategies that can help maximize savings.

Inheriting an IRA can feel like stepping into a labyrinth of rules. Here’s a quick guide to help you navigate the twists and turns.

While your chances of winning the lottery are slim, you may inherit a significant amount of money (or an asset or investment) during your lifetime. Before dreaming of a new sports car, consider these strategies to help manage your windfall.