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Tax Management

How to use market losses to save on taxes

Did you sell your home for significant profit earlier this year? Or capitalize on market moves? If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. There are ways to potentially reduce your tax bill and I’ve made a short

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3 Ways To Maximize Your Tax Breaks In 2022

You may not know there are a number of ways to maximize your tax breaks. What we wanted to do is give you three to understand right now, especially as one may no longer be an option soon.   Three ways you can help yourself maximize tax breaks in 2022.

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6 Things Those Fearing a Tax Hike Should Know

A recent article in the Wall Street Journal described a new investment trend: “Wealthy Americans eyeing potential tax increases are helping drive record amounts of money into municipal bond funds.” It also went on to state that tax-free U.S. municipal (muni) bonds attracted an estimated $56.9 billion in net new

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Tax Strategies for High Earners

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying next tax season.

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7 Tips For Protecting Your Assets Throughout a Divorce

Divorce is emotional, and financial protection may not always be top of mind. But being cautious and prepared early on can help prevent financial stress later down the line. If you’re amidst a divorce or considering the process, keep these seven tips in mind.

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Small Business Tax Opportunity

I wanted to reach out to give you a heads up about the most recent stimulus. In it, there’s a small business tax credit, called the Employee Retention Tax Credit, or ERTC, that you will probably find important. If you qualified for PPP before, you’ll definitely want to know about

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3 Things to Consider for your 2021 Taxes

We have a new administration in Washington, and the Democrats control the House and the Senate. So, what’s next for taxes? In this video, I’m going to talk about could happen, and what you can do to potentially maximize your tax savings before the rules change.  

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