Tax Planning Archives

Image of three people sitting around a table discussing mortgages.

Mortgage Tax Credit and Deductions: What Homeowners Can Still Claim in 2025

Discover the tax credit for mortgage interest and other deductions available to homeowners in 2025, including itemized deductions, MCC credits, and more.

The American flag waving in the wind—symbolizing the continued U.S. tax obligations faced by American citizens living abroad, regardless of residence.

How Expats Can Avoid Double Taxation in 2025

Living abroad? Here’s how to avoid double taxation on your U.S. income in 2025.

The 2025 Alternative Investment Tax Guide for High-Income Filers

The 2025 guide to alternative investment taxes for high-income individuals. Understand the essential strategies for tax-efficient alternative investing.

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Pros and Cons of Using Tax Preparation Software

Review the top tax preparation software pros and cons to decide if it's better than a tax advisor for accurate filing and long-term savings.

Two real estate investors meet with a financial advisor to discuss tax strategies for property investments, seated together with a laptop in a modern office.

A Guide to Tax-Efficient Real Estate Investment

Seize the full potential of your real estate investments. Explore tax-efficient strategies for investors, including depreciation, 1031 exchanges, QOZs, and smart ownership structures, to boost your after-tax returns.

A woman in a white shirt writing on white paper with a pen, seated at a wooden desk. The scene conveys focus and professionalism in a business sale.

How to Reduce Capital Gains Tax When Selling A Business

Selling your business? Learn actionable strategies to reduce capital gains tax and keep more of your profits.

A Guide to Minnesota Tax Forms

Whether you are a first-time filer or someone who has filed taxes in Minnesota before, knowing which forms to use, when to file, and how to maximize your deductions and credits is essential. This guide will walk you through the key aspects of Minnesota tax forms and filing requirements to help you stay organized and informed.

A Guide to Louisiana Tax Forms

Whether you are a first-time filer or someone with experience in tax preparation, this guide will provide comprehensive insights into Louisiana tax forms. From understanding why Louisiana has its own set of tax forms to knowing who needs to file and how to file correctly, this article covers all the essential information you need to confidently manage your state tax obligations.

A Guide to Utah Tax Forms

Utah’s tax system has unique characteristics that distinguish it from federal tax filing requirements and those of other states. Whether you are a first-time filer or someone looking to deepen your knowledge of Utah’s tax obligations, understanding the forms and deadlines is essential. This guide will walk you through everything from obtaining the correct forms to maximizing deductions and avoiding common mistakes.

A Guide to Illinois Tax Forms

Whether you are a first-time filer or a seasoned taxpayer in Illinois, knowing which forms to use and how to file them can save you time and reduce the risk of errors. This guide will walk you through the essentials of Illinois tax forms, who needs to file, and how to complete the filing process efficiently.