Charitable Contributions Deduction: Save More When You Give
Reading Time: 3 minutes The information in this article is up to date for tax year 2024 (returns filed in 2025). Giving isn’t just good for your soul–it can actually be good for your taxes. If you donated money in 2024, you may be able to deduct those contributions...
7 Smart Ways to Reduce Capital Gains Taxes and Build Wealth
Reading Time: 3 minutes The information in this article is up to date for tax year 2024 (returns filed in 2025). There’s an old saying in financial circles: It’s not how much you make, it’s what you get to keep. When you make a dollar in the stock market, or...
7 Year-End Tax Planning Moves to Make Before the New Year
Reading Time: 4 minutes The information in this article is up to date for tax year 2024 (returns filed in 2025). Can you believe that 2024 is almost over? Before we bring this year to a close, there are some important tax moves you need to make. By taking action on...
4 Tax-Free Investments to Reduce Your Tax Burden
Reading Time: 4 minutes The information in this article is up to date for tax year 2024 (returns filed in 2025). Investing is a great way to build wealth and prepare for retirement. But investing can also help you reduce your tax burden—if you know where to look....
What Is an ITIN? A Guide to Who Gets One & Why
Reading Time: 3 minutes The information in this article is up to date for tax year 2024 (returns filed in 2025). What Is an ITIN? An Individual Taxpayer Identification Number (ITIN) is issued by the IRS for individuals who need to pay taxes but don’t qualify for a...
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