Blog tagged as Tax Credits

5 Steps for Handling an Unexpected Tax Bill

02/22/2023 11:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

09/01/2021 11:11 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
The same paintbrush can create a valuable work of art, or a clashing mess on canvas. It all depends on how you use the brush. In other words, your tax-planning techniques matter at least as much as the tools.

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