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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 …
Tax Law Changes that Could Affect Your Return This Tax Season
By Mike Valenti, CPA, CFP®, Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.
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, “ …
Saving for Your Child’s Future: College Funds, Trusts, and Investments
Raising a child brings many joys, but the cost of doing so has only risen in recent years. According to the U.S. Department of Agriculture, a child born to a middle-income family in 2015 cost approximately $12,980 to $13,900 annually. In 2022, that same child cost $16,007 to $17,141. [1]
The Family Budget: Financial Empowerment at Your Fingertips
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …
We All Have Money Blind Spots
Blind spots exist in all realms of our lives. But in the world of finance, a blind spot can have costly implications.