Maximizing Tax Savings: A Guide to Itemized Deductions

Maximizing Tax Savings: A Guide to Itemized Deductions

Itemized deductions can significantly reduce your taxable income, potentially lowering the amount of tax you owe. However, claiming these deductions requires careful tracking of eligible expenses and can be more complex than taking the standard deduction. This guide...
Tax Aspects of Home Ownership: Selling a Home

Tax Aspects of Home Ownership: Selling a Home

Do you owe taxes when selling your home? Learn how to determine your taxable gain by adjusting your home’s cost basis, factoring in home improvements, and utilizing IRS-approved strategies to maximize your tax benefits. Profit on Home Sales Can Be Tax-Free Many...
How a 529 plan can Boost IRAs

How a 529 plan can Boost IRAs

For years, 529 plans have served as a tax-advantaged way for families to save for education expenses. However, one major concern has lingered: What happens if a beneficiary doesn’t use all the funds for qualified education expenses? Previously, excess funds were...