tax-planning

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    Ask a Financial Planner: How Can I Give Fairly to the Children in My Life?

    EP Wealth financial planner Emily Sorensen, MS, CFP®, addresses a...

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    How to Manage Tax Deductions with Charitable Contributions
    How to Manage Tax Deductions with Charitable Contributions

    Charitable contributions can support causes you care about while offering potential tax benefits....

    How High-Income Business Owners Can Potentially Save on Taxes
    How High-Income Business Owners Can Potentially Save on Taxes

    High-income business owners can lower taxes with strategies like S-Corps, Cash Balance Plans, cost...

    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile
    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile

    In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...

    Tax-Saving Strategies for High-Value Real Estate Transactions
    Tax-Saving Strategies for High-Value Real Estate Transactions

    High-value real estate transactions can have significant tax implications. Learn about tax-saving...

    Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time
    Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time

    Author: Rick Bryan

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