by Naveed Lodhi | Mar 3, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Adjusted gross income (AGI) impacts your eligibility for specific deductions, credits, and programs, and helps determine your overall tax liability. Here’s a quick breakdown...
by Naveed Lodhi | Mar 3, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Whether you’re an investment expert or you’re new to the practice of investing, it’s important to consider the tax implications of your investments. ETF tax efficiency can be very...
by Naveed Lodhi | Feb 26, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Want to know how to get a bigger tax refund with no dependents? Even without dependents, you can increase your refund by using smart strategies. This guide will show you how to...
by Naveed Lodhi | Feb 24, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Taxes often get a bad rap, with many people thinking of them as a complicated, unavoidable chore. But the truth is, not everyone needs to file! If you’re wondering, “Do I have to...
by Naveed Lodhi | Feb 21, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Going from a single person to married couple changes your life dramatically. It affects your living situation, finances and even your taxes. If you were married by...