2023 Tax Changes Every Taxpayer Needs to Know

Understanding the tax changes for 2023 can help benefit year-round financial planning. Here are some updates to know.

Tax PlanningBill StordahlJanuary 17, 20232023, AMT, Alternative Minimum Tax, Tax Bracket, Estate Tax, Earned Income Credit, Standard Deduction, Itemize

What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns

If your financial advisor isn’t regularly reviewing your tax returns, you may miss out on ways to optimize your finances and reduce your taxes.

Tax PlanningBill StordahlOctober 18, 2021Income Taxes, Tax Loss Harvesting, Capital Gains, Roth Conversions, Retirement Income

Tax Planning in Turbulent Times—Part 1: The Tools of the Tax-Planning Trade

You can use an array of tax breaks to help save toward major life goals.

Tax PlanningBill StordahlAugust 2, 2021Retirement Accounts, HSAs, 529 Plans, DAFs

Biden’s Proposed Tax Changes: How Worried Should You Be?

President Biden has introduced proposed tax changes that would include increasing the top tax bracket rate and the capital gains tax. Here’s what you can do.

Tax PlanningBill StordahlJuly 2, 2021American Jobs Plan, American Families Plan, Capitals Gains Tax, Child Tax Credit, Tax Bracket