If you’re a DIY tax filer, you may be just getting started and feeling overwhelmed. Here’s ten tips for tax filing to guide you along the way…

If you’re interested in a deep dive into filing your taxes, this post is for you. Michael Hollis will break down the 1040 form into seven subdivisions: Information About You, Income You Made, Deductions You Can Take, Taxes You Owe, Credits Applied to Your Bill, Payments You’ve Made, and the Refund Due or Balance Owed...

If you decide to take advantage of your NSOs, make sure you understand the process, double-check that the proper taxes have been withheld, and notify your employer before they expire.

Understanding your non qualified stock options and how they are taxed is important whether you want to hold them or exercise them.

Let’s take a closer look at when an AMT is triggered, the intricacies of this method, and, most importantly, how to determine whether you need to pay it.

You’re never too old to learn something new! If you just turned 65, this blog is for you.

Traditional 401k withdrawals require you to pay takes on what you take out, reducing the amount of funds available for you to live out your golden years.

Are you looking for creative ways to give back before 2022 draws to a close? Let’s dive into creative ways to make a difference while boosting your tax savings.

Reviewing a tax return can reveal hidden financial planning gems we can apply to your situation. Here’s what we’re looking for in your tax returns and why it matters.

Thinking about tax planning strategically year-round, you can get ahead of a higher tax bill come the next filing season.

If you’re feeling overwhelmed by your tax situation—unsure if you qualify for certain deductions, stressed about extra income, concerned about missing something important—work with a supportive, professional team.

Understanding the impact taxes can have when making financial decisions is why tax planning is so important.

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