Time to Appreciate the Value of the Net Unrealized Appreciation (NUA) Strategy?
Utilizing the Net Unrealized Appreciation Strategy for Tax Savings
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Latest Tax Updates
Top 10 Tax Benefits of a Charitable Remainder Trust (CRT)
Sell Your Highly Appreciated Assets Tax-Efficiently
What Types of Interest Can I Deduct for Taxes?
Tax-Deductible Interest
2024 Update: Here's a Mega Strategy to Turbo-Charge Your Retirement Savings
The Mega Backdoor Roth Contribution
2021 Tax Filing Checklist
2021 Tax Filing: Due Dates & Reminders
Latest Tax Proposals - Good News for Most Taxpayers
New Tax Proposals - Good News for Most Taxpayers - Not Much is Scheduled to Change
November 2021 Update
President Biden’s new tax proposals to the Build Back Better Act are expected to go to the floor of the House of Representatives for a vote in November. After that, the bill will go to the Senate where a lot of hard bargaining is anticipated.
New Administration Tax Proposals Update: July 2021
New Tax Proposals - July 2021 Update
President Biden recently announced more details on new tax proposals to fund the American Families Plan that includes expanded education, child care, paid leave, and other reforms. The proposals would raise $1.5 trillion over a decade.
New Administration Tax Proposals
New Tax Proposals - May 2021