Tax Planning
6 Smart Tax Strategies to Help You Keep More of Your Income
By Jason List, CFP®, CFA Many top earners are doing well financially, yet still ask a practical question: “How can I hold on to more of what I earn?” Tax strategies to keep more income are most effective when they’re part of a coordinated financial…
Taxes in Retirement: Money-Saving Strategies
By Jason List, CFP®, CFA Whether you’re a business owner or a working professional, you’ve spent years sharpening your tax strategy. Managing taxes in retirement is a little different. When you understand how retirement income taxes work, you can…
2020 Tax Filing Deadline for Individuals is Extended to May 17th
2020 Tax Filing Deadline for Individuals is Extended to May 17th But ask yourself whether there is any real benefit to waiting to file your taxes The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May…
Sick and Family Leave for the Self-Employed
Sick and Family Leave for the Self-Employed New form available from the IRS to claim sick and family leave tax credits The Bureau of Labor Statistics counts self-employment in different ways, but estimates that there are close to 10 million, with…
Filing your 2020 Taxes
Filing Your 2020 Taxes Tips for paying taxes soon and what to do if you can’t pay on time When should you file your income tax? The earlier, the better; before the end of February – if you expect to get a refund. If you file by the end of February,…