Topics A-Z
Tax Planning
The less money you pay in taxes, the more you have to devote toward your financial goals. A big part of financial planning is tax planning, which can help you make the most of tax-advantaged savings opportunities and tax breaks, as well as help you manage your income and withdrawals to minimize the tax consequences.
Tax Planning Strategies to Lower Your 2023 Tax Bill
Some financial challenges are out of your control. But you do have more control than you may realize when it comes to one personal financial pain point: your taxes. Here are 5 ways you can lower your 2023 tax bill. Explore the tax planning opportunities that may be available to you with the assistance of a CERTIFIED FINANCIAL PLANNER™ professional.
The Latest
How to Understand Tax Planning as a Small Business Owner
As a small business owner, you wear a lot of hats, and it might be easy to lose site of one critical function of your business: tax planning. Poor tax planning can result in unexpected tax bills and penalties that can impact your business’s cash flow. Here’s what you need to know.
Tax Tips for Your Twenties
Working with a CERTIFIED FINANCIAL PLANNER™ professional as early as in your twenties can put you ahead in meeting your long-term financial goals. Here are a few tax tips to follow in your twenties.
10 Financial Planning and Tax Strategies to Prepare for 2022
As the end of December nears, 2021 is coming to a close. Hopefully this means that you have been following your holiday budget and have already started to save for next year’s holiday season. As you prepare for the new year, now is a good time to create a financial plan to help meet your financial goals.
First Time Filing Taxes? How to Create a Successful Tax Plan
For those filing a tax return for the first time, the key to creating a successful tax plan is gathering as much information as possible, including all relevant personal tax documents and the resources to put the return together mistake-free.
9 Areas Where Financial Planning Is Important
While some of you may have visions of sugar plums dancing in your head, at this time of year my dreams are all about year-end tax saving moves.
Managing Your Finances During the COVID19 Crisis
To help you protect and manage your finances during this stressful time, CFP Board has gathered articles and resources from a range of reputable sources.
Establishing a Positive Financial Legacy: The Importance of Estate Planning
Estate planning isn't just for the wealthy. Having an estate plan ensures our loved ones will benefit both economically and psychologically when we pass.
Why Career Changers Benefit From Financial Planning
Every decision you make as part of your career change should be viewed from the lens of your personal financial needs both today and for the long run.
Insurance and Your Financial Plan
Insurance provides payment due to loss of life, income, assets or future earning potential.
Social Security and Payroll Taxes, What You Need to Know Today
Here are the top 10 things you need to know about Social Security retirement income benefits and the payroll tax deductions.