In addition to benefiting charities, donations can also be helpful to the giver, if you know the rules about taxation. Here are some answers to frequently asked questions about charitable gifting.

Our team of tax professionals recaps legislative changes made in 2022 and what’s on the horizon for 2023. They also uncover 10 common tax myths and share tax strategies.

Last week, the IRS announced a variety of tax-related adjustments designed to offset the effects of inflation. These adjustments generally apply to the 2023 tax year, for returns that will be filed in 2024.

With just a few months left in 2022, most taxpayers have a good idea where their income will end up for the year. Based on this information, it is time to review your tax situation and take action before the year-end deadline.

This educational webinar can help you develop a game plan for how to incorporate tax planning effectively throughout the course of the year.

Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.

While some taxpayers may look forward to their refund, others prefer to make sure their taxes are covered throughout the year by increasing their withholding amount. If you want to adjust the amount you withhold, it’s time to update your W-4 Form.

If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.

Owning a vacation home may provide great tax benefits, but the rules can be tricky (and it’s important to avoid common misinformation). This article explores the tax benefits of owning two common types of vacation properties – a personal residence and a mixed-used rental.

It isn’t often we get good news from the IRS, but if you’re one of the many older Americans who must take a required minimum distribution (RMD) from your qualified retirement plan this year, your year just got off to a great start.

There’s no time like the present to prepare for tax season! We have some reminders from the Internal Revenue Service to help make tax filing easier, along with some special items to consider.

Sometimes saving on your taxes is just a matter of knowing that a specific deduction or credit exists. This article explores the various deductions and tax credits you may be eligible to take.