Maximize your 2025 tax savings with smart moves like Roth conversions, 401(k) contributions, tax-loss harvesting and charitable giving before the year ends.

As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...

Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.

For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...

Many families want to save for their children’s education but are uncertain how to start, especially if budgets are tight.

TurboTenant reports landlords can legally avoid taxes on rental income through strategies like the Augusta rule, deductions, and 1031 exchanges.