Posts Tagged ‘tax planning’
Tax Planning for New Retirees
Tax Planning for New Retirees Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As you enter retirement, it’s likely your income and resulting tax picture will change—sometimes dramatically. Changes in…
Read More30 Years as a Client: Part 2
30 Years as a Client: Part 2 Written By: Kevin Reardon, CFP® Picking up from Part 1 of this blog series, Curt and Cheri are now in their 40’s and had…
Read MoreInflation Reduction Act of 2022
Inflation Reduction Act of 2022 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In fall of 2021, Congress was in the midst of trying to pass extensive legislation called…
Read MoreTip of the Month | April 2022
Estimated Tax Payments Written By: Nick Ziarek, CFA, CFP® Generally, anyone who anticipates they will owe more than $1,000 when they file their return should make quarterly estimated tax payments.…
Read MoreWebinar: The Family Home Part 1 – Financial Planning Considerations for Second Homes
This is Part 1 of our Shakespeare Webinar Series: The Family Home Learn what to consider with multiple homes in your portfolio and how to keep a legacy home in…
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