Taxes
Super Charge Your Tax Planning with These Tips
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner at Merit Financial Advisors Taxes are a fact of life, and a generous source of revenue for the…
Read More4 Easy Steps to Get Started with Your Taxes in 2024
At Merit, we understand the season of income tax preparation can go hand-in-hand with feelings of joy (when one receives that much-anticipated refund); result in surprises (when one discovers they…
Read MoreYear End Planning Tips – An Advisor’s Guide on How to Wrap Up The Year
As the year draws to a close, it’s time to optimize your year end financial strategy for the upcoming year. For taxes, consider tax loss harvesting, and be prepared for…
Read More5 Simple Steps to Prepare for Next Year’s Income Taxes
With recent memories of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next year as painless as possible…
Read MoreTax Efficiency: Your Ultimate Guide to Tax Deductions
Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you save on your taxes and…
Read MoreHow Do Charitable Tax Deductions Work?
Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities and getting a tax write-off…
Read More15 Best States to Retire in a Tax-Efficient Way
Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most for your money. While federal…
Read MorePresident Biden’s Estate Tax and Capital Gains Tax Proposals: What You Need to Know
When President Biden revealed his latest tax proposals, he was, in many ways, picking the baton back up from his days as Vice President. In a 2015 State of the…
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