Tax Planning Archives

5 Questions to Ask When Choosing a Tax Advisor

This guide can help you choose a tax advisor who aligns with your goals and communication style.

Mythbusting TikTok Tax Advice

Uncover the truth behind common tax myths, including the Section 179 "SUV loophole" and the tax implications of hiring your children at the family business.

Mega Backdoor Roths: A How-to Guide

A Step-by-Step Guide to Maximizing Retirement Savings with a Mega Backdoor Strategy

A young professional working on their laptop

What is an 83(i) Election and How Do You You File One?

Discover the tax advantages of an 83(i) Election for private company employees

A woman sitting at her desk in a well-lit space

Checklist: 10 High-Income Tax Planning Strategies to Use Before 2025 Ends

Discover ten areas of your tax planning that you can benefit from reviewing before year-end.

A small business owner working on their taxes from their home office

Filing Business Taxes for Your LLC: Step-by-Step Guide (2025 Update)

This guide covers everything you need to know about filing taxes for an LLC for the first time, from understanding your LLC’s taxation options to knowing the forms you need and which deductions you can claim.

A couple reviewing documents in preparation for filing their taxes

2025 Tax Preparation Checklist: What You Need to File Taxes

Download a free tax checklist covering information and documents you’ll need to file taxes.

a business team meeting in an office setting

2025 Tax Deadline Information for Individual Filers

If you’re planning ahead for filing taxes in 2025, here are the key tax deadline dates you need to know.

young parents calculating and managing family budget while sitting at table with laptop at home

Understanding Employee Equity: RSAs vs RSUs

Learn the difference between restricted stock awards (RSAs) and restricted stock units (RSUs).

Secondary Stock Sales Guide for Startup Employees Selling Private Stock

Learn how private company secondary stock sales work and important considerations such as understanding your stock agreement and tax implications.