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site design by digitalstoryteller.io
Separating or divorcing this year? Consider these tax issues before year end
/in News, Tax Tips - Individual/by Betty KimDissolving a marriage involves numerous financial and nonfinancial decisions, and tax considerations can easily fall by the wayside. But decisions made before your divorce is finalized can affect your current-year income tax liability and your tax situation in future years. Let’s look at some of the most critical tax issues to consider as you work […]
Tax tips for parents with kids heading to college this fall
/in News, Tax Tips - Individual/by Betty KimA higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your children or even their grandparents) once your child begins attending college […]
Tax mitigation strategies when rebalancing your investment portfolio
/in News, Tax Tips - Individual/by Betty KimLarge stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If you haven’t rebalanced recently, it may be time to do so. But you also must consider the tax implications. Careful planning can minimize the […]