Year-End Tax Planning Opportunities

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 tax savings. We included below several planning opportunities to consider before December 31. Gift Long-Term Appreciated Securities...
Summer Tax Planning Tips

Summer Tax Planning Tips

Effective tax planning is a year-round process. If you pause to consider the tax consequences of your current actions, you could end up saving big when it comes time to file your returns. To help you continue the process, here are some summertime tax tips! Summertime...