Thinking about selling your home and wondering about the tax implications? Discover how the IRS’s section 121 can help you avoid paying taxes on significant gains from the sale of your primary residence. Michael Hollis walks through how exclusions and proper calculations can keep more money in your pocket and make your home sale as profitable as possible.

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.

When you retire, paying fewer taxes on your 401k withdrawals can help you maximize your savings. By planning and using strategies like Roth conversions, early withdrawals, and charitable giving, you can reduce the tax impact. Explore five ways to minimize taxes on your 401k withdrawals and enjoy more financial freedom in retirement.

As the year draws to a close, it's an excellent time to consider tax-savvy charitable giving strategies that can enhance your impact and savings. Explore methods that can help you maximize your charitable contributions while optimizing your tax benefits.

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.

Charitable giving benefits your community, organizations close to your heart, and families that need a helping hand.

The updated Child Tax Credit rules offer significant changes that can impact your family's financial situation. Our article breaks down the key updates, eligibility criteria, and how to maximize your benefits.

Wondering if you'll receive a stimulus check? Our article clarifies the eligibility criteria and provides insights into potential future payments to help you stay informed.