All tax strategy Articles

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  1.2K

  Insights From Our Editors

  Time to Reflect on Tax Season: What the Numbers Reveal

  Lessons from tax experiences By Vittorio Mena, OD, MS May 28, 2025 Over a month has passed since the tax deadline of...

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  1.1K

  Finances

  How Marital Status & Home State Affect How You Should File Taxes to Best Manage Student Debt

  Tax filing and student loan repayment strategies for optometrists

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  2.3K

  Finances

  Taxes: 3 Errors & 1 Improvement to Save You Significant Money

  Ensuring you aren't leaving the IRS a tip.

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  3.9K

  Finances

  A Financial Analysis to Do Before Buying or Building Practice Real Estate

  An important action to take before buying real estate.

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  5.6K

  Finances

  Tax Strategies to Benefit From–and Exercise Caution Before Trying

  Tax deductions that can help or hurt you--if not used judiciously.

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  5.7K

  Finances

  3 Tips for Tax Planning During COVID-19 from a Certified Financial Planner

  Insights into maximizing your tax advantages.

• 2.8K

  Finances

  Social Security Planning: Plan Early, Reap Rewards

  By Adam Cmelja, CMFAPosted 1-7-15Planning and adjusting retirement funds can make a six-figure difference in your benefits over a full retirement period. 

• 3.9K

  Finances

  Don’t Miss Out on Your Section 179 Deduction

  By Jack Craven, CPA, CGMA, MBASection 179 of the IRS tax code lets you deduct the full price of qualifying equipment or...

• 8.2K

  Finances

  Five Ways to Minimize Tax Liability

  By Adam Cmelja, CMFAKeep more money in your pocket by applying five simple strategies that reduce your tax liability.