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Tax Planning for the Start of a New Year

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich, Carson Group Manager & Sr. Wealth Planner in our Tax Planning for the Start of a New Year webinar, now available …

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Tax Planning for Life Events: Marriage, Parenthood, and Divorce

Marriage, divorce, and parenthood – what do these things have in common? They all come with a variety of tax implications. One of the most common events following marriage is the consolidation of assets with your partner. Meanwhile, divorce precipitates the splitting of assets. And giving b …

Tax Planning for High-Income Earners: Strategies for the Wealthy

The Internal Revenue Service began accepting tax returns for the year of 2023 on January 29th, officially marking the beginning of tax season. We all know what that means – hoping and wishing for the largest tax refund possible.   For high-income earners, trying to maximize their refund can …

8 Tax Tools for the Toolbox

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide.   Download Guide

Applying to College? These Changes to the FAFSA May Affect You

By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. The Education Data Initiative estimates the average annual cost of public college in the United States to be more tha …

What Documents You Should Provide to Your Tax Preparer

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …

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