News & Insights

How do taxes on investments work?

Many Americans invest to save for future goals and generate wealth. However, it is important to understand how much you may owe in taxes on your investments, so you can factor this into how you track your growth. There are different types of investments that people can use to save and grow their wealth. What […]

How can I become eligible for investment tax credits?

Whenever tax season rolls around, a lot of people plan on how they can get the most advantages of their circumstances to reduce their tax liability. Tax strategies look different for everyone depending on individual circumstances, such as education, investments, retirement plans, charitable contributions and more. One way people can reduce their tax liability is […]

Five tax planning strategies you should consider

It is always good to review your tax planning strategies toward the end of every year, but because of some changes introduced by the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you need to give extra attention to how you plan for getting the most out of filing for 2020 taxes. Whether approaching the […]

How do ETF taxes work?

Ever since their arrival in 1993, exchange-traded funds (ETFs) have been growing in popularity. They exploded in popularity after the recession in 2008. This is because ETFs are an excellent means for enhancing portfolios and generating wealth. However, taxes on ETFs can be a little confusing. It is important to spend some time learning how […]

2020 taxes in review and some important changes to note

The end of the year is right around the corner. While the filing deadline for 2020 taxes is April 15, 2021, the end of 2020 is a great time to be thinking about them. You can prepare your taxes now and make sure you have your finances in order. And, you will be able to […]

How to receive a charitable tax giving deduction at the end of the year

Contributing finances to a charitable organization is good for several reasons. Primarily, it is good for the local community and the rest of the world in that your contributions help make positive things happen. Secondly, it is good for you in that the contributions you make are considered tax deductible. Contributing to charitable taxes at […]