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Estate Tax Changes Are Coming - 5 Ways to Prepare Now to Minimize Impact on Your Wealth

The estate tax exemption is set to be cut in half in 2026. Is your financial strategy prepared? Here are 5 key considerations.

How to Protect Yourself from Tax Identity Theft

February 2, 2023 Balancing Act Years Next Chapter Years Tax Planning By Advisor Laurence Hale

As of December 2022 the IRS had 2.9 million identity theft cases in its inventory. Here's how to avoid becoming one of them.

How to Minimize Taxes While Transferring Wealth

January 30, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning Tax Planning By Advisor Jim Zahansky High Net Worth

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.

Tax Changes You Need to Know About for 2022

January 30, 2023 Tax Planning By Advisor Leisl Cording

Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes ahead of the April 18, 2023 deadline.

Capital Gains and Your Taxes: A Brief (But Important) Guide

January 30, 2023 Balancing Act Years Next Chapter Years Tax Planning By Advisor Mike Baum High Net Worth

Did you sell a home, car, or other valuables last year? You could be subject to capital gains taxes. Here's what to know and how to minimize the impact.

10 Steps to Avoiding a Small Business Audit

January 29, 2023 Business Owners Business Executives Tax Planning By Advisor Leisl Cording

Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps.

Maximize Your Medicare Deductions

December 12, 2022 Next Chapter Years Insurance Tax Planning By Advisor Laurence Hale

Medicare is a great benefit for retirees. Learn how to make the most out of your Medicare deduction with these tips.

End-of-the-Year Money Moves in 2022

November 7, 2022 Financial Planning Tax Planning By Advisor Laurence Hale

Changes in life and in the 2022 tax code could have a big impact on whether you’ll end up owing at tax time. Here's what to know and do before the end of 2022.

Do These Things Now to Avoid a Steep Tax Bill Next Year

March 23, 2022 Balancing Act Years Tax Planning By Advisor Leisl Cording

Here are some strategies to consider to help lower your tax bill next April.

Need to Reduce Your Small Business Tax Bill? Try This.

February 9, 2022 Business Owners Tax Planning By Advisor Jim Zahansky

If you’ve gotten an unpleasant surprise while preparing your business taxes, don’t panic. Here are five things you can still do now to try and reduce what you owe before you file...