While many businesses relegate tax planning to year-end, it can be a missed opportunity. Spreading tax planning throughout the year allows for proactive strategies that can help maximize savings.

Inheriting an IRA can feel like stepping into a labyrinth of rules. Here’s a quick guide to help you navigate the twists and turns.

While your chances of winning the lottery are slim, you may inherit a significant amount of money (or an asset or investment) during your lifetime. Before dreaming of a new sports car, consider these strategies to help manage your windfall.

As the April 15th deadline draws near, tax filing is in high gear. To ensure an efficient and potentially more beneficial tax filing experience, avoiding common mistakes is crucial. Here, we explore five key areas for a smoother tax season.

When you think about tax season, the first person who comes to mind is probably your accountant or tax preparer, but don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios year-round.

Monitoring your tax situation regularly can help you avoid any surprises when it finally comes time to file your tax return. Here are some considerations to help you plan and strategize this year.

The Tax Cuts & Jobs Act lowered tax rates for many individuals and married couples. If allowed to sunset on Dec. 31, 2025, tax rates could revert to their 2017 levels.

It’s almost time to start collecting 2023 tax documents in preparation for the April 15th filing deadline. One topic sure to come up is the question of which income is taxable—a matter that surprises many households.

While many American families will still be exempt from paying federal estate tax in 2026, some wealthy families may be caught off guard by this monumental change. What can you do to prepare?

With just a few weeks left until the end of the year, you still have time to optimize your financial health. We’ve compiled a short list of ideas from Savant’s financial advisors to help you get started.

It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they provide you with some year-end individual and business planning strategies to help better prepare you for the upcoming tax season.

Retirement is meant to be a relaxing time after years of hard work. Careful, tax-smart retirement planning can help protect your assets from unnecessary taxes and help set your mind at ease.