Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?
This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.
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Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents
Sending your kid off to college can be pricey. Here are expenses that may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.
Before Completing Your 2020 Tax Return, Keep These 5 Filing Tips in Mind
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
Your 2021 Tax Filing Season To-Do List
Tax season can be stressful. Keep things simple with this 2020 tax season to-do list.