Tax Preparation
You need to file your income tax return every year, and there are many strategies that can help you make the most of tax deductions, tax credits and tax-advantaged accounts.
Big Beautiful Year-End Tax Planning: Strategies to Consider Before December
The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, combines permanent provisions with new tax rules that will impact many taxpayers.
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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.
What better time than the start of a new year to craft your financial future. Working with a CFP® professional provides direction in several areas of personal finance, including budgeting, investments, insurance and tax planning.
Dealing with taxes can be scary, but CFP Board has some tips that make your first tax season easier to navigate.
A tax refund means that you gave the government an interest free loan. While a refund is certainly psychologically more compelling than a tax bill, it is financially less appealing. A CERTIFIED FINANCIAL PLANNER™ professional can help you properly budget for payments owed or refunds to be received.
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.
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.
Whether your child attends school in person or remotely, funding your child’s education is an expensive financial goal that requires careful planning.
Through training and experience, a CFP® professional is uniquely qualified to help clients anticipate potential challenges and achieve their financial goals.
COVID-19 continues to change all aspects of the world, including taxes. Here are a few helpful tax planning tips for you to consider as you prepare to file.
Learn how the 2018 tax legislation impacts your bottom line depending on how much you earn, how you earn it, where you live and the size of your family.