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Tag: tax planning

8 posts tagged as "tax planning"

December 10, 2019

Year-End Tax Planning Opportunities

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful…

October 9, 2019

Health Savings Accounts (HSAs) can help ease medical expense payments

By Brighton Samet, Moneta Tax Planning Consultant With open enrollment season approaching, it’s a good time to re-evaluate your health…

April 25, 2019

Why Your Tax Refund May be a Disappointment this Year

By Brighton Samet, Moneta Tax Planning Consultant Earlier this year, you may have seen the worrisome headlines about taxpayers getting…

March 26, 2019


If you waited until the last minute to work on your tax return or give the necessary information to your…

November 28, 2016

Moneta’s Customized Services: Tax Planning [VIDEO]

Our number one priority is to serve our clients. The Tax Planning Team at Moneta provides a one stop shop…

September 22, 2016

Fall Tax Planning Tips

The foliage is starting to turn and pumpkin-spice-flavored-everything has taken over our grocery stores. These are signs that fall has…

August 22, 2016

What Counts as a Deductible Business Loss?

Sometimes a business loses money; it’s a fact of life. Of course, most business owners think that incurred losses offset…

September 9, 2015

Helping with Unwanted Tax Burdens

While taxes may be due April 15th (or October 15th, if you are on extension), planning for taxes is a…