Understanding Your Tax Bracket

rice terraces

Your income is divided into tax brackets. Understanding which bracket your income falls into can help you see how to minimize taxes.

Webinar Recording: Opportunity Zone Investments

brown and black concrete building under gray clouds during daytime

In order to encourage development in economically disadvantaged areas, the federal government has granted certain tax benefits to investors who develop them. By investing in projects to develop these zones, […]

Webinar Recording: Taxes in Retirement

black Android smartphone on red flip case

Some retirees may find that in difficult times, tax strategy makes a big difference in how much they have available to live on. This webinar addresses reducing taxes, maximizing Social […]

Should I Itemize My Deductions?

multicolored abacus

Should you itemize your deductions, or take the standard deduction? The short answer is, you should claim whichever deduction is bigger.

Tax Smart Investing

white and black calculator on white and blue textile

The investment choices you make can have a significant impact on the amount of taxes you owe.

How to Choose Charities to Support

brown cardboard box beside green christmas tree

The end of the year is a popular time for giving. Not only is it a major holiday season for many people, but it’s also the last chance to add […]

Webinar Recording: The Employee Retention Credit

red and white no smoking sign

During 2020, small businesses which received Paycheck Protection Program (PPP) loans were not eligible to claim the Employee Retention Tax Credit (ERTC or ERC) as well. But for 2021, this […]

Employment Tax Basics

group of people using laptop computer

How can you save money without reducing your workers’ salary? One way is by being smart with employment taxes.

Alternative Minimum Tax

white and black calculator on white and blue textile

The alternative minimum tax reduces the number of deductions high earners can take and can substantially raise their tax bill.

Trusts and How to Use Them

gray concrete cross on gray concrete surface

Trusts can be complicated, but they can also be an invaluable tool to ensure that your assets are distributed the way you want.

Understanding Rental Income

gray concrete building with glass windows

Understand what rental income actually means, how taxes on it work, and how you can get the most money out of your tax write-offs.

Tax Planning for Small Businesses

black and silver calculator beside black pen

Now is an excellent time to think about planning for your 2021 taxes. If your tax bill was painful this year, maybe next year you can owe less.

Tax Strategy for Businesses

white Canon cash register

Learn tax strategies that help your business save money and stay profitable, with the help of a financial advisor.

Plan Ahead for Lower Taxes

person holding pencil near laptop computer

By careful planning during each tax year and clear understanding of the forms as you file, you can minimize the tax you pay each year.

Tax Loss Harvesting

new year's day fireworks

As you approach the end of the year, you have one last chance to offset investment gains in your taxes. You can save by using tax loss harvesting.

Charitable Deductions

man in black jacket and blue denim jeans standing beside brown wooden box trailer during daytime

Donating to charity is part of being a socially conscious business. And if you do, you can get benefits on your taxes!

Charitable Giving

Show love for others with charitable giving

If you’re interested in making more of a difference this year, it may be time to talk to a financial advisor about how you’re donating.

Taxes

white Canon cash register

When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66 […]