Tax Planning

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the

If you’re looking to lower your tax liability before the deadline, here are some options to consider.

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns

A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year