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Navigating Taxes as Newlyweds: A Checklist for Filing Taxes After Getting Married

Navigating Taxes as Newlyweds: A Checklist for Filing Taxes After Getting Married

by Stephanie Nolan | May 21, 2024 | Family, Tax Planning

Congratulations on your recent marriage! As you embark on this exciting journey together, it’s essential to understand how your new marital status affects your taxes. From name and address changes to withholdings and filing statuses, we’ve got you covered....
Filing Taxes While Working Remotely Across State Lines

Filing Taxes While Working Remotely Across State Lines

by Stephanie Nolan | Mar 26, 2024 | Individual Tax

As remote work has continued to be the norm, with as many as 27.5% of employees working remotely at least some of the time, many workers have realized – to their surprise – that they may be in a double-tax situation. Remote work offers flexibility, but it also brings...
Our 2025 Education Tax Planning Guide: 4 Ways to Maximize Tax Benefits for Education Expenses

Our 2025 Education Tax Planning Guide: 4 Ways to Maximize Tax Benefits for Education Expenses

by Stephanie Nolan | Aug 4, 2023 | Individual Tax, Tax Planning

Higher education financial planning requires patience, adaptable strategies, and many different methods for saving ahead for college. One of the most overlooked opportunities, however, is understanding education tax credits and deductions. Many students and their...
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  • When to Start Drawing Social Security (Considering Three Major Updates in 2025)
  • A Short Guide to Side-Gig Taxes: Deductions and Strategies
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