Financial Insights

What‘s the deal with estimated tax payments?

Want to avoid a big bill come April? Most taxes are collected on a "pay-as-you-go" basis, usually by withholding taxes from your income or making estimated tax payments throughout the year. Our Director of Wealth Planning breaks down the differences....
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Planning Opportunities to Consider Before Year-End – Part 5

Part 5 in our Year-End Planning Series - now is a great time to start thinking about your taxes! Make sure to consider the following so that there are no surprises come tax season....
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Taxation of Cryptocurrency

If you've ventured into cryptocurrencies, make sure to properly include them in your tax filings. Buying, selling, staking - and how to report it to the IRS....
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2021 Tax Filing Information

Tax filing season is here. Are you prepared? Make sure you know when you can make your last contributions for 2021, and where to get your important tax documents....
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Preparing Your Taxes? What’s with the Corrected 1099’s?

If you already filed your taxes and are just receiving the corrected 1099 online or by mail, there's no need to panic. Revised 1099s are commonplace, and in the majority of cases, the custodian isn't causing the revisions or holding up the process....
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