2023’s tax changes are more significant than in years past due to the IRS’s response to the rise in inflation. It’s important to think about your income, giving, saving, and estate planning expectations for the upcoming year so that you can make decisions early to help optimize your tax bill and investable assets. Learn about 2023 tax changes here.

2021 saw inflation up ~7%, prodding the IRS to adjust tax brackets and standard deduction. Read about the changes to taxes in 2022 here.

This 2021 end-of-year guide & checklist provides different strategies to consider to reduce your tax liability and maximize your financial plan. Download our free guide.

Yet another tax proposal has been released as the House struggles to reach a compromise amidst Biden's economic agenda. Here are some updates from the newest proposal including: income taxes, capital gains, estate taxes, Roth conversions, and more.

HSAs carry a unique characteristic that can assist with portfolio decumulation efficiencies in retirement. If you save receipts, you can reimburse yourself from the HSA years later to access tax-free liquidity, in addition to the tax-deferred growth and tax-deductible contribution.

On September 13, 2021, the House Ways and Means Committee released its tax plan. This is from the Committee and must still go before the entire House, and the Senate has yet to develop its own proposal. Still, the current Committee language does much to solidify the Administration’s position on estate taxes and estate planning strategies.

With big changes in the markets and tax laws, this summer is a great time to reflect on the status of your estate and portfolio.

The Consolidated Appropriates Act extended the opportunity to deduct 100% of your AGI into 2021. While this is appealing for the charitably inclined, it may not be the most tax-efficient strategy for you. Make sure you consider the tax opportunities against your own goals.

Here's what we know now about 2021 tax changes - how can you optimize now?

Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!

The American Rescue Plan is providing stimulus payments and other benefits to Americans. How are you and your taxes affected? Families with children and incomes in the $150,000 range should pay special attention.

The Biden Administration has proposed several tax law adjustments. With a Democratic sweep, we can expect many of these changes to take place. These include potential increased corporate tax rates, lowered estate tax exemptions, elimination of Step-Up in basis, capital gains tax rates, and more. Be watchful of changes and adjust your estate plan and investing goals accordingly. This could be one of the most important planning years ever!