Tax Planning
The Difference Between Tax Filing and Tax Planning
The Difference Between Tax Filing and Tax Planning By focusing
April 5, 2021
The Unique Value of Tax Planning With Your Financial Advisor
The Unique Value of Tax Planning with a Financial Advisor
March 24, 2021
5 Tax-Savvy Retirement Withdrawal Strategies
5 Tax-Savvy Retirement Withdrawal Strategies In this article: Retirement withdrawal
August 28, 2020
How Long Should I Keep Tax Returns?
Now that you’ve gotten past tax day, you may be
July 16, 2020
What Happens If I Owe The IRS?
In 1789, founding father Benjamin Franklin famously noted, “(…) nothing
July 2, 2020
Donation Tax Deductions: Put Money Where Your Heart Is
The last couple of months have taught us there’s no
June 30, 2020
How To: Second Home Tax Deductions
Picture this: escaping from the city in the midst of
June 10, 2020
Tax Harvesting: Everything You Need to Know
Can you profit from losing investments? Actually, yes. Seeing as
May 28, 2020
Income Taxes: Does It Pay to Plan?
Guest Article by Zoe Certified Advisor, Philip W., CPA, CFA
November 3, 2019