Your 2023 Checklist for Preparing Your Estate and Tax Planning Documents
December 20, 2022 Personal insights
Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive into some actionable strategies to consider over the next several weeks to coordinate your documents and minimize your 2022 tax liability. File Your Taxes Online Instead of by Mail Shopping, dating, ordering …
Tax Preparation
July 5, 2022 Personal insights
Tax season is upon us. While everyone’s financial situation is different, there are some basic guidelines to get you started. File Electronically This is the quickest way to get your tax refund. There are many online platforms that make filing your taxes safe and easy. You’ll need your account number and your bank routing number for …