7 Smart Ways to Reduce Capital Gains Taxes and Build Wealth
The information in this article is up to date for tax year 2024 (returns filed in 2025). There’s an old saying in financial circles: It’s not how much you make, it’s what you get to keep. When you make a dollar in the stock market, or virtually anywhere else, the IRS and other...
7 Year-End Tax Planning Moves to Make Before the New Year
The information in this article is up to date for tax year 2024 (returns filed in 2025). Can you believe that 2024 is almost over? Before we bring this year to a close, there are some important tax moves you need to make. By taking action on these year-end tax planning strategies,...
4 Tax-Free Investments to Reduce Your Tax Burden
The information in this article is up to date for tax year 2024 (returns filed in 2025). Investing is a great way to build wealth and prepare for retirement. But investing can also help you reduce your tax burden—if you know where to look. Learn how investments are taxed and what...
What Is an ITIN? A Guide to Who Gets One & Why
The information in this article is up to date for tax year 2024 (returns filed in 2025). What Is an ITIN? An Individual Taxpayer Identification Number (ITIN) is issued by the IRS for individuals who need to pay taxes but don’t qualify for a Social Security Number. If you earn...
How to Fill Out Your W-4
The information in this article is up to date for tax year 2024 (returns filed in 2025). The W-4 form is one of those things you probably don’t think about much—until it’s time to fill it out. It helps your employer figure out how much federal income tax to withhold from your...
Understanding FICA Taxes
The information in this article is up to date for tax year 2024 (returns filed in 2025). Your tax liability is largely determined by your tax withholdings throughout the year and the tax credits and deductions you’re eligible for. A significant portion of your tax withholdings go...
5 Easy Hacks to Boost Your Tax Refund and Fill Your Wallet!
The information in this article is up to date for tax year 2024 (returns filed in 2025). Who doesn’t love that tax time payday? The larger your tax refund, the bigger the celebration! While the average refund hovers around $3,000, not everyone is so lucky. If you ended up owing the...
Who Can I Claim as a Dependent?
The information in this article is up to date for tax year 2024 (returns filed in 2025). One of the most common tax questions out there is, "Who can I claim as a dependent?" If you're a taking care of a child or helping out other relatives financially, you might be able to claim...
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