New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect
Starting in 2026, the OBBBA will change the way charitable donations are treated for tax purposes. Here’s what’s coming and what it could mean for you.
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tax planning
Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage
How you file your taxes as a married couple is more than just checking a box. It can also have a significant impact on your financial life.
Should You Sell or Hold? Crafting a Plan for Vested RSUs
RSUs can be a valuable form of compensation, especially in industries like tech and pharma, but they also come with layers of complexity.
Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership
Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control of your finances starts now.
What is Tax Planning Anyway?
Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement is not something that intuitively comes to mind when you are looking at your nest egg. People often think about their taxes… Read More »What is Tax Planning Anyway?