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.

Close-up of a W-2 tax form with a pen resting on it—illustrating the importance of reviewing Box 12 codes for accurate income reporting and tax planning.

W2 Box 12 Codes Explained—A Simple Guide for 2025

Confused about what is Box 12 on W2? This 2025 guide breaks down every code, what it means for your taxes, and how to make sure your return is accurate.

A man and woman sitting at a table with a laptop, smiling as they review documents—representing small business owners tackling S Corp tax filings with confidence.

The Easy Guide to Form 1120-S Instructions for S Corps

Discover the essential components of Form 1120-S for S Corporations. Learn about filing requirements, tax planning strategies, and how to maximize deductions while avoiding common mistakes.

Open tax documents on a desk beside a coffee mug—symbolizing the often-overlooked but critical process of preparing IRS Form 720 for federal excise tax compliance.

IRS Form 720 Instructions—Quarterly Excise Tax Guide

Filing IRS Form 720? Learn how to navigate quarterly federal excise tax requirements with our expert-backed guide to Form 720 instructions, deadlines, and updates.

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.

A person holding bitcoin while reviewing cryptocurrency dashboards—representing the growing need for individuals to track, report, and manage digital asset gains during tax season.

How to Report Cryptocurrency Gains on your Tax Return

Discover how crypto gains are taxed and learn if you have to report crypto on your taxes in 2025.

A senior woman sitting at a table with a companion and drinking a mug of tea.

Retirement Tax Strategy: When to Start Drawing Social Security

Learn how to time your Social Security claim to get the most out of your benefit—without triggering avoidable tax consequences.

A solar windfarm in the desert. Investment opportunities in clean energy and ESG-themed companies have exploded in the past decade.

Building an ESG Tax Strategy: Can ESG Investing Help Lower Your Tax Bill?

Explore how ESG investing trends and tax strategies intersect, and what Missouri’s blocked rule tells us about ESG’s future in your portfolio and tax plan.

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.