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Blog
Surprises come up at tax time. With the help of proper planning, one surprise that can often be avoided is Net Investment Income Tax (NIIT).
Blog
Confused about how non-qualified stock options (NSOs) are taxed? Learn how NSOs work, key tax implications, and strategies to manage your tax liability effectively.
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If your company offered (and you took advantage), you may own a significant amount of company stock as part of your 401(k) plan.
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Selling your home? Learn smart strategies to reduce or avoid capital gains tax—maximize your profit with tips on exemptions, timing, and reinvestment options.
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For retirees who no longer receive a regular paycheck, paying taxes is a different experience.
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With the TCJA sunsetting at the end of 2025, the federal estate tax exemption is set to be cut nearly in half. Read on to learn some steps you need to consider reducing your taxable estate.
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Capital gains can lead to unforeseen tax consequences. Find out how efficient tax planning can help reduce your capital gains tax.
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Explore effective tax planning strategies to minimize your liabilities and maximize financial efficiency.
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If you’re retired and taking distributions from your retirement accounts, the burden of paying taxes falls on you, and when it’s up to you to pay the tax bill, it’s possible you could end up paying too much, too little, or even paying penalty fees.
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Find out the pros and cons of tax refunds and learn some financial planning steps that may boost your tax refund.