Tax Planning Archives

A Guide to the Key Tax Changes for 2025

Understand the key tax changes for 2025, including retirement account limits, capital gains tax rates, and TCJA updates. Learn how to optimize your tax strategy and reduce your tax liability.

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Average Fees for Tax Advisors in 2025

Tax advisory services come with varying fees and structures. This detailed guide provides current insights into the average costs for the different tax advisory services in 2025.

5 Questions to Ask When Choosing a Tax Advisor

This guide can help you choose a tax advisor who aligns with your goals and communication style.

Mythbusting TikTok Tax Advice

Uncover the truth behind common tax myths, including the Section 179 "SUV loophole" and the tax implications of hiring your children at the family business.

Mega Backdoor Roths: A How-to Guide

A Step-by-Step Guide to Maximizing Retirement Savings with a Mega Backdoor Strategy

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What is an 83(i) Election and How Do You You File One?

Discover the tax advantages of an 83(i) Election for private company employees

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Discover ten areas of your tax planning that you can benefit from reviewing before year-end.

A small business owner working on their taxes from their home office

Filing Business Taxes for An LLC for the First Time: A Step-by-Step Guide for 2025

This guide covers everything you need to know about filing taxes for an LLC for the first time, from understanding your LLC’s taxation options to knowing the forms you need and which deductions you can claim.

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2025 Tax Preparation Checklist: What You Need to File Taxes

Download a free tax checklist covering information and documents you’ll need to file taxes.

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2025 Tax Deadline Information for Individual Filers

If you’re planning ahead for filing taxes in 2025, here are the key tax deadline dates you need to know.