Tax Planning Archives

Father and daughter are sitting on the couch together. The One, Big, Beautiful Bill (OBBB), like other major life events, is a key time to review your financial planning as this legislation offers major, time-sensitive benefits for high-net-worth individuals to preserve wealth and reduce tax burden.

How the One Big Beautiful Bill Impacts High Net Worth Individuals

Explore how the One Big Beautiful Bill transforms wealth management. New exemptions and time-sensitive strategies.

A professional woman gives a presentation in a modern office—symbolizing how real estate firms are reevaluating investment strategies in light of the One, Big, Beautiful Bill’s sweeping tax reforms.

How the One Big Beautiful Bill Impacts Real Estate Investors

The One, Big, Beautiful Bill delivers permanent tax perks for real estate investors, from bonus depreciation and SALT cap relief to REIT flexibility and Opportunity Zone upgrades. Learn what's changed.

The Ultimate Tax Guide to Buying and Selling Startup Shares

Explore the tax implications of trading startup shares, and how platforms like Hiive and Harness can simplify the process.

A workspace featuring a MacBook Pro on a table next to a white iMac and a Magic Mouse, symbolizing efficient management of multiple 1099s.

A Practical Guide to Managing Multiple 1099s Efficiently

Discover smart strategies for organizing, tracking, and filing multiple 1099s with ease. Stay compliant and save time with our 2025 guide for independent workers and tax pros.

Person calculating taxes with notepad and calculator.

What Taxpayers Need to Know about Long-Term vs. Short Term Capital Gains Tax Rates in 2025

Understand the 2025 capital gains tax rates and how timing your asset sales can impact your tax bill.

Image of a little wooden house on a table.

How to Keep Ahead of Changing Inherited IRS Rules in 2025

Inheritance laws are changing—get ahead of the 2025 tax rule shifts and protect your clients’ legacy and estate plans.

Image of a couple sitting beside each other looking at the scenery.

How Dual-Income Married Couples Can Strategically Lower Their Tax Bill

Discover how married couples with two incomes can reduce their tax burden through smart filing and deduction strategies.

Four children stand together outdoors in a rural setting, symbolizing the families and dependents at the heart of the Child Tax Credit.

How to Claim the Child Tax Credit in 2025

A complete guide to claiming the Child Tax Credit in 2025—what’s changed, who qualifies, and how to maximize your refund.

A laptop on a wooden desk next to a potted plant in a home office, symbolizing a remote work setup.

How to Maximize Deductions If You Work Remotely Across States

Discover how to legally maximize tax deductions when working remotely across multiple states. Learn key strategies for compliance and savings.

A coffee mug sits next to an open folder containing a tax withholding document, illustrating the paperwork involved in completing a W-4 form accurately and managing paycheck withholdings.

Everything You Need to Know About W-4 Forms: How to Fill Out a W4

Step-by-step instructions for filling out the W-4 form in 2025, including tips for accurate withholding and fewer surprises at tax time.