Tax Loss Harvesting: Improved Returns and Lower Taxes?
Find out how tax loss harvesting, which is when you sell at a loss, can help improve your return on investment and allow you to pay lower taxes in our guide.
How Does Inflation Affect Taxes?
Taxpayers are feeling the burden of inflation on the rise. What happens to taxes when inflation runs hot? Read some of the answers here.
Is Buying a Car Tax Deductible in 2022?
Is the car purchase you want to make this year tax deductible?
How You Can Save by Considering Charitable Giving
If you’ve never considered charitable giving, now might be the time.
What You Should Know About CTC and EIP Letters
Have you received these letters in the mail from the IRS? Here’s what they mean for your 2021 tax return.
California State Income Taxes in 2022: What Are They?
In this guide, we’ll cover what California state income taxes, why they’re required, the different tax brackets, when they're due, and more!
Market Update: What Can Investors Look Forward to in 2022?
With interest rates and inflation rising, how can investors prepare for the coming year?
Year-End Inflation Update: How Does Inflation Look at the End of 2021?
As 2021 ends, how will rising inflation affect investors?
7 Strategies to Make Tax Efficient Withdrawals in Retirement
Seven strategies to maximize tax efficient withdrawals during retirement without penalty. Read our guide so you can start saving money today!
Are Backdoor and Mega-Backdoor Roth IRA Conversions on the Chopping Block?
Changes and limitations may be coming to Roth IRA and Mega-Backdoor Roth IRA conversions.
2021 Economic Mid-Year Outlook: Where Are We Headed?
What is the remaining economic outlook for 2021?
What is the SALT Deduction?
California residents can take a SALT deduction, but what is it?