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Tax Planning

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A block illustration of a person strategically placing puzzle pieces labeled "401(k)," "IRA," and "HSA" into slots for tax savings and retirement growth.

Retirement Planning, Tax PlanningDecember 2, 2024

Can You Really Reduce Your AGI to $0 with Tax-Deferred Contributions?

An advertising illustration of a cheerful retiree holding a "Roth IRA" gold coin, emphasizing the financial security and happiness associated with this retirement plan.

Individual Tax, Retirement Planning, Tax PlanningDecember 1, 2024

Roth IRA Pros and Cons: Is It the Right Choice for Your Retirement Tax year 2024-2025?

Three figures representing different filing statuses, each holding a sign with the standard deduction amount.

Individual Tax, Tax Deduction, Tax PlanningDecember 1, 2024

Guide for Standard Deduction 2024-2025: Filing Statuses, Ages, and Dependents

Line art calendar showing December 31st deadline with business icons

Individual Tax, Retirement Planning, Tax PlanningNovember 27, 2024

Solo 401(k) Contribution Deadlines, Limits, and Strategies 2024-2025

An advertising illustration depicting a figure reaching for a rising stack of coins labeled "Profit Share," symbolizing the growth potential of PIUs.

Business Finance, Business Tax, Tax PlanningNovember 23, 2024

Understanding Profit Interest Units: A Deep Dive for Equity Holders

A block illustration depicting the intergenerational transfer of assets, with the "step-up basis" as a staircase raising the asset's value, including elements like a house, stocks, and money.

Estate Planning, Tax PlanningNovember 20, 2024

Inheriting Assets? Understanding the Step-Up Basis