Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

Discover the basics of how the IRS tax refund works. Learn strategies for maximizing them and tips on how to use them wisely.

Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, the new tax filing options ...

The world of creativity is exhilarating, but financial stability can often feel like an elusive dream for artists and creative freelancers. Unlike traditional jobs with steady paychecks, creative ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.

Welcome to "Show Me Your Stack," a series from Financial Planning in which we ... apart from the competition is its focus on tax planning, for which it uses proprietary Avantax software.

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

If you take a DIY approach to your taxes, it's easy to make costly mistakes — make sure you have a plan to get it all right.

Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...

With Budget 2025 just around the corner, taxpayers eagerly anticipate what’s in store for their financial planning ... some changes under the new tax regime, from revised tax slabs to increased ...

There's a lot of advice out there for how to prepare and save for retirement; but, once you've got your nest egg, then what? You can't just ignore your finances and put your accounts on ...

Navigating the U.S. tax system can be daunting, but understanding its intricacies can lead to significant savings. By ...