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Taxes
The past tax year brought a good number of key updates that are likely to impact high-earners such as physicians.
Jim Wang is a forty-something father of four who is a frequent contributor to Forbes and Vanguard’s Blog. He has
Tax season is just around the corner, and I know many of us are already dreading the headache of gathering
As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of
Tax brackets are one of the most misunderstood concepts in taxes. You’ve probably heard people say (or said it yourself)
Physicians often have high incomes, which can make them ineligible to contribute to Roth IRAs directly. Luckily, there is another
529 plans and UTMA (Uniform Transfers to Minors Act) accounts are popular education savings accounts. A 529 plan is an
Realized capital gains are subject to favorable tax treatment, but what if you could avoid ever paying any taxes on
Are you in your 60s or perhaps approaching that age bracket? Have you ever considered the implications of Roth conversions
When it comes to giving, taxes may not be the first thing on everyone’s mind. You have a cause you
When it comes to retirement planning (especially early retirement planning), it’s tempting to focus on retirement accounts. But it’s equally
Whether you’re operating as a full-time, self-employed sole proprietor or you’ve started a side hustle that brings in some extra
Are you ready to uncover the nuances between personal transactions and business transactions and their differing tax consequences? It’s important
Tax planning is an integral part of minimizing your tax bill at the end of the year. Tax loss harvesting
Calculating your expected tax bill can be a frustrating experience – it can feel like feeding numbers into a black
While Tax Day for US readers in 2023 may have just been a couple of days ago, it’s always useful
To lower your tax bill, it’s crucial to have more than a vague understanding of how our tax code works,
Today’s discussion of tax strategies for high-income professionals demands an important disclaimer: Do not let the tax tail wag the
If you want to keep taxes low in retirement, a handful of strategies can be used while working or when
Paying attention to your taxes now AND your taxes later will give you the tax diversification and freedom you’ll want