Tax Planning

Tax tips for parents with kids heading to college this fall

When a child goes to college, there are both tax-saving opportunities and potential tax pitfalls. Learn how to make the most of the former and minimize the latter.
August 5, 2026
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A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your children or even their grandparents) once your child begins attending college […]
#CollegePlanning, #EducationTaxCredits, #TaxPlanning
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Tax Planning

Midyear tax planning: Review opportunities to save taxes this year (or next)

Planning opportunities often become more limited as the end of the year approaches. Reviewing your tax picture midyear gives you more time to take steps to reduce or defer taxes.
July 7, 2026
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Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a few areas that commonly provide tax-saving opportunities. Your tax bracket The legislation commonly known as the One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4, […]
#MidYearTaxPlanning, #PersonalFinance, #TaxPlanning
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Tax Planning

When the sale of an appreciated home triggers taxes — and when it doesn’t

Selling your home this summer? The sale could be tax-free, or it could create a sizable tax liability. Or it might result in a tax bill between those extremes. Learn more.
June 23, 2026
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Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course a large profit is generally a good thing. But, depending on the amount of your gain, how long you’ve owned and resided in the home, and your income […]
#CapitalGainsTax, #HomeSaleTax, #RealEstatePlanning
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