Tax Documents You Need to Know

To help you prepare your taxes, it helps to know about the different tax documents you will receive and fill out.
Tax Strategy for Businesses

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

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

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

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

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 trillion in taxes to the federal government. If you feel like you paid more than your fair share of that $1.66 trillion, you might want […]