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Category: Taxes

A calculator, pen, US dollar bills and coins, and various IRS tax forms are displayed on top of an American flag.
  • Financial Planning, Taxes
6 min read

Managing New Tax Changes to Optimize Your Financial Plan

As former Senator Max Baucus once observed, "tax complexity itself is a kind of tax." While this is the case every year, this is especially true in 2026 as many significant tax policy changes create new tax and financial planning opportunities. From new restrictions on retirement catch-up contributions to expanded deduction limits, understanding these tax law changes is essential for making informed decisions in the coming year.
Two older adults sit at a table with papers and a laptop, listening to a third person explain something in a home office setting.
  • Financial Planning, Taxes
7 min read

3 Tax Planning Opportunities Before December 31st

As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round activity, many calendar deadlines for tax-related activities fall on December 31. For this reason, the final weeks of the year offer investors a chance to review their tax strategies and finalize any items that may impact their 2025 taxes.
A person in a hoodie works at a computer desk, surrounded by multiple screens displaying data and graphs.
  • Financial Planning, Taxes
5 min read

Practical Ways to Protect Yourself Against Tax Fraud

Tax-related identity theft is a growing issue that has the potential to wreak havoc on your ability to grow and retain wealth over the course of your life. It happens when scammers use your personal information—such as your Social Security number—to file fraudulent tax returns and claim refunds in your name.
Image of U.S. currency overlaid on an American flag with a financial graph, symbolizing the intersection of economy and patriotism.
  • Taxes
6 min read

How Tax Proposals and the Election Impact Investors

There are questions about how changes to tax rates could impact both Wall Street and Main Street. What should investors know as we approach November 5th?
Stacks of coins with letter tiles on top spelling "INFLATION" in front of a jar labeled "PENSION" filled with paper currency, spilling out onto a surface.
  • Financial Planning, Taxes
4 min read

How Inflation Impacts Taxes and Retirement Benefits

While the holiday season is ideally a time for family and friends, it is also a good time to review tax strategies for the current as well as the coming year. Tax planning includes possibilities such as tax-loss harvesting, choices of investment vehicles, order withdrawal optimization, and many others. Given the complexity of these considerations, it’s important to work with a trusted financial professional to best understand each approach and its implications. It’s also important to understand the economic climate's effect on taxes, especially the impact of inflation. What should investors know as they plan for 2024?
Close-up of IRS Form 1040 with a pen pointing at the area for name, address, and SSN.
  • Taxes, Young Investors
6 min read

Uncle Sam’s Share: Smart Tax Basics

Benjamin Franklin said it a couple of hundred years ago, and it’s still true today: the two inevitabilities are death and taxes.
A man with a beard, wearing a denim shirt, stands indoors by a table, holding a clipboard and smiling. The background includes large windows and a potted plant.
  • Taxes
3 min read

Smart Year-End Tax Move: Convert to a Roth Account while Conversions Are “On Sale” 

Let’s be honest: It has not been a fun year in the markets. With the S&P 500 down more than 20% from its highs in January (and other major indices in similar territory), good news has been about as scarce as hen’s teeth. But they say that every cloud has a silver lining, and, as it turns out, there’s a bit of good news for investors, even when the markets are in the doldrums, as they are currently.
A group of people wearing blue shirts stand in a close huddle, with their arms around each other's shoulders, outdoors.
  • Taxes
3 min read

Year-End Strategies for Charitable Giving: 2022 Edition 

With the holidays just around the corner, it’s time to consider your year-end charitable giving options. A little advance planning now can save you money when it comes time to write your check to Uncle Sam, next April 15. We offer tips and ideas for maximizing the benefit to your favorite charity while minimizing the tax bite.
The U.S. Capitol building illuminated at dusk, with its reflection visible in the water of the Capitol Reflecting Pool in Washington, D.C.
  • Financial Planning, Recent Events, Taxes
7 min read

Will Your Taxes Be Going Up? According to Biden’s “New American Families Plan” Proposals, It’s Likely.
Close-up of a United States Treasury check for $1,400 labeled "American Rescue Plan 2021" against a background of U.S. currency.
  • Current & Economic Events, Taxes
4 min read

Tax Planning with the American Rescue Plan

The American Rescue Plan was signed into law on March 11 and there are several provisions that create tax planning opportunities. Here is a review of the most significant provisions for individuals.
A gold and black griffin logo with the text "Griffin Black" on the right side.
  • Taxes
2 min read

End of Year Tax Tips – Part 3
A gold and black griffin logo with the text "Griffin Black" on the right side.
  • Taxes
1 min read

End of Year Tax Tips – Part 1
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