Tax Planning

Latest articles

How to Unlock Tax-Loss Harvesting Strategies for Couples Filing Separately

Miranda Marquit

Cheat Sheet for Finding Tax Services: Tax Accountants for Doctors

Caitlin See

What to Know About Tax-Loss Harvesting’s Impact on Student Loans

Hermes Conesa, MBA, CSLP®

What to Know About Kiddie Tax and Hiring Your Kids as Employees

Rupa Pereira, EA, CSLP, AIF

How Dependent Care FSAs Can Reduce Your Taxes and Ease Student Loan Stress

Miranda Marquit

Is the Married Filing Separately Health Insurance Penalty Worth It? How to Minimize the Impact

Caitlin See

To Link or Not to Link: Guide to IRS Automatic Income Sharing for Student Loans Repayments

Miranda Marquit

How to Revoke Access for the IRS to Share Your Income for Student Loans

Travis Hornsby, CFA®, CFP®

“Married, Filing Separately”: Impact on Student Loan Payments and Your Taxes

Rob Bertman, CFA, CFP®