Tax Preparation and Financial Planning from a "Tax Smart Perspective."
Newsletters
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.