Blog categorized as Tax Planning

Tax Planning in Turbulent Times

11/16/2021 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Tax Planning in Turbulent Times

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?

Your 2021 Guide to Year-End Charitable Giving

11/10/2021 01:46 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Your 2021 Guide to Year-End Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

Estate Taxes May Be Changing Soon

10/29/2021 08:32 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Estate Taxes May Be Changing Soon

Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

You Received Unemployment Benefits: What Does That Mean for Your Taxes?

10/28/2021 08:42 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You Received Unemployment Benefits: What Does That Mean for Your Taxes?

Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here are 3 ways you can take control of your taxes if you claimed unemployment benefits this year.

5 Tax Tips for Homeowners

10/26/2021 11:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

5 Tax Tips for Homeowners

If you're just buying a new home, here are some tax tips that can help you get the most out of your tax return. Existing homeowners, may find value in some of these tips as well.

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

09/02/2021 11:15 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

Tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves, but it's possible to weave each event into the tax-planning fabric of your financial life.

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.

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

08/31/2021 11:05 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

The particulars may evolve, but it seems there are always an array of tax breaks to encourage us to save toward our major life goals—such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer.

Understanding 2021 Recovery Rebate Stimulus Payments

03/12/2021 10:55 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Understanding 2021 Recovery Rebate Stimulus Payments

The American Rescue Plan Act of 2021 is now a done deal and some have asked for more information and clarification regarding the stimulus payments.

How The American Rescue Plan May Affect You

03/11/2021 08:56 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

How The American Rescue Plan May Affect You

The American Rescue Plan Act of 2021 was signed into law earlier today. Here is a brief look at how the new act may affect you.

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