child

Who Claims the Kids When Parents Divorce?

Divorce or separation doesn't just lead to emotional and familial upheaval; it also introduces complexities in financial matters, particularly when children are involved.
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Tax

Is Your Business Overpaying Taxes? 3 Mid-Year Moves That Could Lower Your 2025 Bill

You know that moment in April when you look at your tax bill and think: “We could’ve done something about this... if we’d only planned earlier.” Well, this is earlier.
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Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households cover

Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households

You both worked hard. You both climbed your career ladders. And now you’re living in that post-promotion, post-bonus, equity-vesting glow. Until tax season slaps you with a surprise. And suddenly, you’re asking the same question we hear every year: “How are we making this much… and still writing a five-figure check to the IRS?”
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Tax Friendly

Looking to Move to One of America’s Most Tax-Friendly Cities? Here’s Where to Go

Some U.S. cities offer a much more tax-friendly environment than others, whether you’re looking to keep more of your paycheck, save on property taxes, or enjoy lower sales taxes. If you’re considering a major move, it’s worth considering which cities provide the best opportunities for minimizing your tax burden.
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Retirement

The Retirement Catch-Up Plan: Maximize Tax Savings in Your 40s and 50s

Boost your retirement savings in your 40s and 50s with smart tax strategies. Discover how to use tax-advantaged tools and proactive planning to secure your financial future. Start catching up today!
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Beneficiaries

Why Updating Beneficiaries is Crucial After Life Changes

In the realm of estate planning, naming beneficiaries is a critical step that ensures your assets are distributed according to your wishes after your passing. However, the process doesn't end with simply naming beneficiaries; it's equally important to keep these designations up to date.
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Better Tax Break When Applying the Research Credit Against Payroll Taxes

Learn about how you may be eligible for a payroll tax credit election with little to no income tax liability.
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Saver's Credit Can Help You Save for Retirement

Low/moderate-income workers can take steps to save for retirement and earn a special tax credit. Read more about saver's credit.
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