Robust tax planning is one of the most valuable pieces of a complete financial plan. What should your tax plan include?
As the holiday season approaches so does another (less exciting) season. That’s right, tax season! Good news is, if you’re reading this now you haven’t missed out on opportunities that disappear at year end to maximize tax savings and reduce your overall bill. Here are 5 end of the year tax tips you don’t want […]
Schwab’s Michael T Townsend – Vice President, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc. put this article together and we found it to be relevant and timely. It has been an extraordinary start to 2021 in the nation’s capital. The images of a mob protesting the outcome of the presidential election by overrunning […]