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An advance payment is one received by a business before it provides whatever is being paid for. For federal income tax purposes, generally advance payments must be reported as taxable...

In my career, I spend a lot of time talking about the numbers: investment strategies, tax planning, retirement projections, and what it takes to keep a plan on track through...

Healthcare costs continue to rise, yet many people overlook one of the most powerful tools available for managing medical expenses while building long-term wealth. How did we get disconnected from...

Raising a family comes with plenty of expenses, but it may also make you eligible for various tax breaks. Some of the most valuable are tax credits, because they reduce...

Key takeaway: Roth strategies are less about chasing tax savings in any single year and more about creating long-term flexibility. When coordinated properly, they can reduce future tax pressure and...

An important decision to make when filing your individual income tax return is whether to claim the standard deduction or itemize deductions. A change under the One Big Beautiful Bill...

The deadlines for filing 2025 tax returns (or extensions) are fast approaching. Although most tax planning moves must be completed by December 31 of the tax year, there are some decisions...

In rapid succession, the federal government initiated two cannabis policy changes that, taken together, represent the most consequential realignment of the industry in more than half a century. First, federal...

Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are...

One of the most expensive mistakes in startup equity is exercising options too late. Not because the company failed or the exit disappointed, but because the tax dominoes fell all...

Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain...

Tax credits reduce tax liability dollar-for-dollar. As a result, they can be more valuable than deductions, which reduce only the amount of income subject to tax. One tax credit that...

If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in...

Wednesday, February 25, 2026 12 to 1 p.m. CT   How can you maximize your investments and retirement accounts while managing taxes effectively? Are you looking for ways to reduce...

Many people spend years saving for the future, yet struggle to enjoy the life they worked so hard to build. In this episode, Jon Meyer explores why purpose, permission, and...