Tax Planning Archives

Avoid These 7 Tax Pitfalls When Selling (Public or Private) Investments

Selling investments? Learn how to avoid common tax traps—from wash sales to capital gains missteps—and maximize after-tax returns in 2025.

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Tax Planning for Freelancers: How to Report Extra Income

Learn how freelancers can reduce tax liability, report extra income, and claim deductions—from home office and travel to retirement planning and estimated taxes.

A Guide to Arizona Tax Forms

Whether you are a first-time filer or someone who has filed taxes in Arizona before, knowing which forms to use and how to navigate the filing process can save you time, reduce errors, and potentially maximize your tax benefits. This guide will walk you through everything you need to know about Arizona tax forms, filing requirements, deadlines, and helpful tips to ensure a smooth tax season.

A Guide to Alaska Tax Forms

Alaska is unique among U.S. states in that it does not impose a state income tax, which significantly impacts the types of tax forms residents and businesses need to file. However, there are still important tax considerations, including federal tax obligations and other state-specific filings related to business activities, property, and other taxable events. This article will walk you through everything you need to know about Alaska tax forms and filing requirements.

A Guide to Georgia Tax Forms

This article aims to provide detailed insights into the various Georgia tax forms, who needs to file, important deadlines, and tips for avoiding common mistakes. Whether you are filing for the first time or looking to optimize your tax return, this guide will equip you with the knowledge needed to confidently manage your Georgia state taxes.

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1099 vs. K-1: What Private Equity and Alternative Investors Need to Know

Understand the key tax differences between K-1 and 1099 forms for private equity and alternative investors, and how each impacts your tax strategy.

A Guide to Iowa Tax Forms

Whether you are a first-time filer or a seasoned taxpayer in Iowa, knowing which forms to use, when to file, and how to accurately complete your tax return can save you time and prevent costly errors. This guide provides a comprehensive overview of Iowa tax forms, filing requirements, deadlines, and tips to help you confidently manage your state tax obligations.

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Understanding Limited Liability Partnership (LLP) Taxes: An Overview

Learn how taxes work for Limited Liability Partnerships (LLP), including filing requirements, deductions, and planning tips to help small business owners and freelancers stay compliant and save.

A Guide to Maine Tax Forms

This guide will walk you through the essentials of Maine tax forms, who needs to file, the filing process, deadlines, common credits and deductions, and tips to avoid mistakes. Whether you are new to Maine taxes or looking to refresh your knowledge, this article provides authoritative insights to help you file accurately and efficiently.

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Understanding S Corporation (S Corp) Taxes: An Overview

Explore how S Corporations are taxed, including filing requirements, deductions, and planning strategies to help business owners reduce liability and stay compliant.