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Tax Planning

Which Filing Status Should I Choose?

One of the first decisions you’ll face when filing your taxes is selecting the right filing status. Your choice can significantly impact the amount of tax you owe or the refund you receive. With a handful of options available, it’s essential to understand the nuances of each. In this article, we’ll break down the most […]

Filing Taxes During Divorce

Divorce is a complex and emotionally challenging process that can have far-reaching implications on various aspects of your life, including your finances. One crucial aspect that requires careful attention is tax filing. Filing taxes during divorce can be a daunting task, but with proper planning and understanding, you can navigate this process smoothly and ensure […]

Can I Claim the Sales Tax Deduction?

If you ever itemize your deductions, you might’ve come across the sales tax deduction. This is part of the Sales and Local Tax (SALT) deduction and allows you to deduct state and local sales tax paid during the year, or state and local income tax paid during the year, from your federal taxable income. By […]

Head of Household Filing Status Explained

When tax season rolls around, individuals and families are presented with a myriad of choices regarding how to file their taxes. One such choice is determining your filing status. One often misunderstood but highly beneficial filing status is “Head of Household.” In this article, we will break down the details of the Head of Household […]

Tax Benefits of Donor-Advised Funds

Donor-Advised Funds (DAFs) have emerged as a powerful tool that not only allows philanthropists to make a positive impact but also offers substantial tax benefits. By understanding the advantages of DAFs, you can optimize your giving strategy for the causes you care about. Here’s an overview of the tax benefits of donor-advised funds.  What are […]

How Freelancers Can Avoid Surprising Tax Bills

The allure of freelancing lies in its flexibility and independence, allowing individuals to pursue their passions while managing their own time. However, freelancers often find themselves grappling with financial complexities, particularly when it comes to taxes. One of the most dreaded scenarios is receiving an unexpected tax bill. In this article, we’ll explore practical strategies […]