Posts tagged taxplanning

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2

Last week we looked at four different ways to lower your tax liability for 2023. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. Read more…

TaxesErica EndykeOctober 23, 2023taxplanning, taxplan, taxes, taxes2023, taxreturn, charitablegifts, charity, taxlossharvesting, taxloss, mortage, taxsavings, lowertaxes, IRA, financial planning, finances

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1

It might seem early to think about your 2023 taxes, but it's the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Read more…

TaxesErica EndykeOctober 16, 2023taxplanning, tax, taxes, financial planning, IRS, 529plan, taxdeductions, taxwithholdings, 2023taxes, yearendtax, healthsavingsaccount, education 529 plan