Tax Season Resources

Tax-season-tips

529 Contributions can be deducted from state income taxes Now that it is January, tax documents from 2020 will be arriving in the mail soon. As a reminder, contributions to 529 Plans generally allow a state income tax benefit. Typically, this is a deduction against state income tax up to a certain amount, but the tax benefit […]

5 Year-end Financial and Tax Moves for 2020

5 Year-end Financial and Tax Moves for 2020

Elections come and go, as does our leadership in Washington D.C. But one thing that doesn’t change is the opportunities for savings that can be realized by making shrewd financial and tax moves at this time of year. Here are 5 moves to consider as you plan year-end financial and tax strategies for this year. […]