News, Insight and Opinions

Tax Planning for the Self-Employed

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• 4 minutes

If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.…

Taxation of Investments

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• 5 minutes

Filling out your federal income tax return may leave you scratching your head. Just how do you report your investments and how are they taxed?…

Income Tax Planning and 529 Plans

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• 3 minutes

The tax benefits offered by 529 plans make them attractive, but it's important to evaluate the consequences of withdrawals and contributions before you invest.…

Should You Strategize Your Charitable Donations?

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• 1 minute

The Tax Cuts and Jobs Act of 2017 has made sweeping changes to tax deduction calculations. How can you maximize the tax impact of your charitable giving?…

Tax Wise

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• 1 minute

Like retirement planning, tax planning should be a year-round endeavor. And putting aside funds now can provide for tax-free income in the future.…