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Being proactive can be helpful for tax planning strategies. Know your numbers, know the facts.

The Biden Administration has announced a $2.2 trillion infrastructure bill. Here's what you need to know about this newly proposed legislation, including whose future taxes may be impacted by it.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

Are you an independent contractor or self-employed? We get it, taxes can be daunting. Here's the lowdown on the most common (and valuable) tax deductions freelancers should be aware of.

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.