Topics A-Z
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.
5 Tips to Help Young Professionals Navigate Tax Season: Prepare for Your Tax Return
As a young professional, you might be filing taxes for a full-time job for the first time. Dealing with taxes can be scary, but CFP Board has some tips that make your first tax season easier to navigate. Don’t let your tax return and various tax forms overwhelm you.
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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.
Budget for Taxes and Refunds
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.
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.
Financial Lessons for Back to School
Whether your child attends school in person or remotely, funding your child’s education is an expensive financial goal that requires careful planning.
10 Simple Financial Planning Steps
Through training and experience, a CFP® professional is uniquely qualified to help clients anticipate potential challenges and achieve their financial goals.
Last-Minute Tax Planning Tips
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.
2020 Tax Changes
Here’s what you need to know to file your 2019 tax return, including some of the bigger 2020 tax changes.
Tax Season 2019 5 Things to Know
2018 saw sweeping changes in our Federal Income Tax Laws, but in 2019 we will be living in real-time with the ramifications of those new laws.
A Reference List of Tax Changes for 2018
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.