Thanksgiving: Celebrating Gratitude and Giving (and Tax Perks!)
Celebrate gratitude this Thanksgiving with charitable giving! Explore tax-smart donations, local shopping, and employer-matching gifts to make a meaningful impact.
Taxes
NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup
Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this benefit could mean for you.
12 of the Dirtiest Tax Scams & Schemes from the IRS
Tas season might be over, but it’s always a good idea to be on the lookout for fraudulent tax schemes to avoid. The IRS releases its “Dirty Dozen” list each year to highlight the worst of these scams. Let’s take a look at some of the tax schemes you should be aware of year-round — as well as how you can sidestep fraudsters and their ruses.
Tax Prep Checklist: What Tax Forms Should I Expect?
Before you’re ready to file your taxes or extend your filing date, you’ll be receiving quite a few forms. What tax forms can you expect to receive? Learn about W-2s, 1099s, and other tax documents to expect during this year's tax season.
Let’s Do the Numbers: The 2024 Financial Planning Updates You Need
New year, new numbers! From contribution limit changes to tax law updates and more, get ready for 2024 with the know-how you need to make the most of your financial plan.
2022 Tax Prep Recap — Plus 2023 Tax Changes and Tax Planning
Whether it's getting withholding right, properly utilizing an HSA, making the most from the tax efficiency of rental property, or taking advantage of new tax laws, the key is to stay engaged and proactive in your 2023 tax planning. Read about Jason’s takeaways from the recent tax season and tax planning opportunities for 2023.
Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method
Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
Tax Avoidance vs. Tax Evasion
April 18 is just around the corner! Want to avoid paying taxes? Learn about completely legal tax avoidance measures and illegal tax evasion missteps to sidestep.
8 Year-End Tax Planning Tips
As we get closer to the holidays and seasonal fun to come, are you also preparing to make the most of your money come tax time? Some opportunities have a firm deadline of Dec. 31, leaving just a couple of months for your year-end tax planning steps.