Tax Planning

Tax optimization protects investment returns by integrating tax-efficient strategies into your financial plan.

The tax benefits of real estate investing reduce taxable income and defer capital gains on an underlying appreciating asset.

Questions to ask a financial advisor to help you understand if they can help you align your resources with what matters most.

Second home tax deductions are determined by whether the interest paid on additional mortgages is deductible.

With Tax Day behind you, focus on mid-year tax planning strategies—your next financial milestone toward a prosperous year-end.

The arrival of tax day often brings a wave of stress. Control the worry by taking charge of your tax season.

Accept the gratitude from those you gift to, without receiving a gift tax bill from the IRS.

Massachusetts voters approved a surtax on residents whose annual income exceeds $1 million. What can you do to mitigate it?

If you’re considering converting from a traditional to Roth IRA, you must understand the taxes on Roth conversions.

Minimizing capital gains taxes on the profits from selling assets like stocks, bonds, or real estate optimizes investment returns.