Are you contemplating whether to sell a property? If so, you could be eligible for a 1031 exchange. This complex tax strategy could postpone a hefty tax payment, but there are some important [...]
Have you and your spouse experienced high medical bills this past year? If so, you may want to consider filing separate tax returns. Recently, our CEO Marianela Collado was quoted on CNBC [...]
Are you in the process of collecting your tax documents? Overlooking a form can cause unnecessary delays and some can even be criminal. Recently, our CEO Marianela Collado was quoted on CNBC [...]
Are you at risk of owing more in taxes if you receive an advance child tax credit? Before you spend this credit, it is important to understand its potential impact on your tax bill. Recently, [...]
Would you like to save more, pay less in taxes, and transfer money tax-deferred or even tax-free to your heirs? When working with an advisor, tax planning is an important part of wealth [...]
Just because you have extra time, does not mean you should take advantage of it. Beginning on February 12th, the IRS will start accepting tax returns for the 2020 tax year. Although many of us [...]
Do you consider yourself a gig worker or independent contractor? If this is you or someone you know, you will want to check out this article on GoShare. The article is a roundup of tips from a [...]
Marianela Collado shares tips with nerdwallet.com about how to tell if you need a human to do your taxes. She said: “If all of your income came from your employer, you’re not itemizing on your [...]
At the start of our adult lives, so much of our time is spent on how we’re going to earn our living and build a career that satisfies us. So little of that time is spent on planning how to manage [...]
In our first article related to Life Cycle planning, we discussed how to plan and prepare for your family goals whether it was getting married, purchasing real estate, or preparing for [...]
