Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.¹ That means a lot of

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could

Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.

If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.

Tax scams are likely to increase over the next few months. Here’s how to spot one.

Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?

A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion

Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible