by Kenny | Oct 1, 2026 | Blog
For many people, taxes become a priority sometime between January and April. But by the time tax season arrives, many of the financial decisions that can affect your return have already been made. That is why fall can be one of the most valuable times of the year to...
by Kenny | Sep 1, 2026 | Blog
Year-end tax planning should not begin during the final week of December. Starting in September gives you time to gather information, estimate results, coordinate with advisors, and implement appropriate strategies carefully. Update your income projection Estimate...
by Kenny | Aug 1, 2026 | Blog
Retirement planning and tax planning are closely connected. Pensions, Social Security, investment income, required distributions, and withdrawals from tax-deferred accounts may combine in ways that affect more than one part of your return. Map your income sources...
by Kenny | Jul 1, 2026 | Blog
Charitable giving begins with generosity, but the way and timing of a gift may affect its tax treatment. A planning conversation before a significant donation can help ensure that your records and strategy support your intentions. Is the organization eligible? Not...
by Kenny | Jun 1, 2026 | Blog
By midyear, you often have enough information to compare your actual income and tax payments with what you expected in January. That makes June a useful time for a tax checkup. Who should consider a review? Employees who changed jobs or compensation Households with...
