Taxes Insights
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Taxes
End-of-year financial planning checklist
This end-of-year checklist outlines 10 steps to start 2026 with a stronger financial foundation.
A year-end financial review offers a powerful opportunity to strengthen your finances—helping you uncover tax-saving opportunities, mitigate risks and set clear goals for the year ahead.
Family
How does having a child affect taxes?
Discover seven tax breaks for parents that may help reduce the cost of raising a child.
Raising a child involves significant costs, but there are tax breaks that may help relieve some of the financial strain.
Retirement
Build on the basics with retirement income 201
Advanced steps could help customize and stabilize your retirement income planning strategy.
As retirement income strategies become more advanced, the more likely it is that you’ll need professional tax help.
Taxes
Tax deductions for the self-employed
Discover top tax deductions for self-employed workers, from the home office deduction to qualified business income.
The IRS allows self-employed individuals to claim a variety of expenses on their annual tax returns.
Home
Energy tax credits for EVs and home improvements
Reduce the cost of energy-efficient home improvements and clean energy vehicles with these tax credits.
Not only do these energy tax credits help reduce your taxable income, but they also can minimize the cost of purchasing an EV or creating a more energy-efficient home.
Taxes
Tax deductions and credits for homeowners
Explore nine tax breaks for homeowners that can help you offset the rising cost of owning a home.
While the costs of owning a home have increased in recent years, there are many opportunities to save money by lowering your taxes.
Taxes
Guide to common tax deductions and credits
Explore several tax breaks that can help you pay fewer taxes.
Taking the time to explore all the tax breaks that may be available to you can lead to significant savings.
Taxes
IRS updates for the upcoming tax year
From tax brackets to contribution limits, a wide range of IRS updates will go into effect this year. Here’s what to expect.
While routine, these IRS updates may impact not only how much tax you owe but also how you plan for the future. Staying on top of tax code changes and new tax laws at the start of each year will enable you to modify your financial strategy and ensure you’re well prepared for filing season.
Family
4 things to know when receiving an inheritance
Minimizing taxes on any inheritance you receive can leave you more to use for your needs.
For some, an inheritance may be more complicated than simply being handed a stack of money.
Budgeting
How to maximize year-end charitable giving
Any time is a good time to carefully consider how you can best benefit yourself and the institutions you want to help.
Start by considering which causes you care most about. Is it access to education, animal welfare or maybe the arts?
Budgeting
Why you should save your tax refund
If you're getting a tax refund this year, consider saving instead of spending it the first chance you get. Here's why.
Here's a few options you might want to consider if you’re getting a tax refund this year.
Taxes
Why tax planning should be more than a yearly practice
Thinking long term allows you to build wealth and a legacy for you and your family.
The tax bracket you're in this year may change next year or in the years to come.Â
Taxes
DIY taxes: Cost versus complexity
Are you missing out on tax savings by doing it yourself?
Choosing the right approach to your taxes can save you time and money.
Showing 1 - 13 of 13 results
Showing 1 to 13 of 13 results
