The Power of Tax Planning
Most people have experienced the process of gathering their tax information. The software, or tax…
SFSDecember 2, 2022
The Power of Tax-Loss Harvesting — Mikal Aune
Stocks have been on a roller coaster ride this year, leaving some people wondering if…
SFSOctober 6, 2022
A Smart Start in 2022
Taking advantage of financial opportunities requires action and, in some cases, even inaction. Doing a…
SFSJanuary 1, 2022
Year-End Tax Planning
Harvest losses now to help your next tax returnIf you have investments that have gained…
SFSDecember 10, 2020
A Neglected Tax-Saving Strategy: Qualified Charitable Distributions
There are two types of people who complain about paying taxes, men and women. We…
SFSFebruary 13, 2020
Year-End Tax Strategies
We are closing in on the holiday season. Before you slip into the holiday mode,…
SFSDecember 9, 2019
Tax Law Changes
The first significant tax reform in over three decades was put into action for 2018.…
SFSFebruary 14, 2019
Important Tax Information for 2016
Qualified Charitable Distributions (QCDs): On December 18, 2015, the President signed a law which includes…
SFSMarch 24, 2016
9 Ways to Reduce Taxable Income This Year
It is hard to believe 2014 is swiftly drawing to a close. At this point,…
SFSDecember 16, 2014