Tax planning advisors take a holistic approach to minimizing your tax liability. This approach could include implementing tax-efficient investing strategies or advising you on charitable giving. Many ...

Karla Dennis, EA, MST, is CFO/CEO of the award-winning tax accounting firm KDA Inc.—specializing in tax planning. Tax brackets are very important to understand. On the federal side, there are multiple ...

Jessica Perna, tax partner at EY, sits down with InvestmentNews anchor Gregg Greenberg to offer tips on charitable giving and ...

Many retirees focus only on filing their annual tax returns - but that may lead to costly mistakes. Ed Wright, a partner at Golden Reserve, explained why proactive retirement tax planning is essential ...

As 2025 comes to an end, advisors have a chance to help clients take proactive steps that can improve their tax situation and reinforce their long-term financial plans. Year-end is an ideal time to ...

Forbes contributors publish independent expert analyses and insights. I write about your wealth and wellbeing during and after divorce. Taxes touch every family in all formats - single, married, ...

Swift's "Your English teacher and your gym teacher are getting married" post on Instagram captured worldwide attention this summer, but unlike most schoolteachers, the music superstar and Kansas City ...

A lot of tax planning during the first half of 2025 was focused on what might happen if the individual provisions of the Tax Cuts and Jobs Act were allowed to expire at the end of 2025. Thanks to the ...