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Taxes

From the IRS: 12 of the Dirtiest Tax Scams & Schemes to Avoid

Scammers are continually finding new and creative ways to pull tax scams. From AI voice impersonations and phishing texts to bad tax advice on social media, the IRS’s annual "Dirty Dozen" list highlights the top scams and schemes to avoid. Learn how to spot and stop tax scams and protect your identity.
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Tax Forms

Tax Prep Checklist: What Tax Forms Should I Expect?

Tax season means an inbox and mailbox full of forms. Knowing which ones to expect can make all the difference between smooth filing and a last-minute scramble. In this post, we break down the most common tax documents by life situation so you can build a complete tax prep checklist and know exactly when you're ready to file.
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Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method

Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
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7 Year-End Tax Planning Tips and Strategies

From adjusting your W-4 to harvesting investment losses, discover seven essential year-end strategies to ensure you aren't giving Uncle Sam an interest-free loan, and that you aren't surprised by your tax bill in April.
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Pitfalls to Avoid Under the One Big Beautiful Bill Act

Explore how the latest budget bill may affect your daily life, from rising health insurance premiums and shorter enrollment windows for Affordable Care Act plans to changes to tax deductions, credits, and more.
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One Big Beautiful Bill: Its Tax Impacts and You

Big changes are coming to the tax code with the newly signed One Big Beautiful Bill Act. With lower tax rates, a boosted standard deduction, new charitable write-off, and more, this law opens up fresh tax planning opportunities.
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Back to Basics: What is Tax Planning?

As tax season wraps up, it's the perfect time to start planning for next year. This guide breaks down how proactive tax planning and strategy can help you reduce your tax liability, avoid surprises, and take advantage of deductions and credits.
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Thanksgiving: Celebrating Gratitude and Giving (and Tax Perks!)

Celebrate gratitude this Thanksgiving with charitable giving! Explore tax-smart donations, local shopping, and employer-matching gifts to make a meaningful impact.
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Equity Compensation

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this benefit could mean for you.
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