I Need Help With Taxes
6 Tax Penalties to Avoid Before Retiring [Video]
In this video, we cover six tax penalties you might overlook when preparing for retirement; from healthcare to state taxes and more!
Tax Law Changes From the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill simplifies tax planning with low tax rates and other benefits for retirees and business owners.
Episode 64: 2024 Tax Season Recap and 2025 Tax Planning
In this episode, we share what we noticed filing 2024 tax returns and how, in light of upcoming legislative changes, you can start 2025 tax planning!
Strategies to Reduce Your Taxes Today [Video]
In this video, we share a couple basic tax planning case studies and how they use different strategies reduce your taxes.
Strategies to Lower Your Estate Taxes [Video]
In this video, we discuss different strategies to lower your estate taxes and utilize estate documents for all kinds of assets.
Strategies for Tax Returns [Video]
In this video we share often missed strategies for tax returns, from child education credits, to trust rules, and safe harbors.
