• 
  Update beneficiaries to align with estate tax plans

  10/02/2025
• 
  Document every deduction to prepare for an audit

  09/28/2025
• 
  Review tax implications for gifting securities

  09/27/2025
• 
  Be aware of wash sale rules in active portfolios

  09/23/2025
• 
  Calculate the net investment income tax

  09/20/2025
• 
  Use depreciation on investment properties wisely

  09/17/2025
• 
  Account for foreign income with IRS guidelines

  09/11/2025
• 
  Set up quarterly check-ins for tax planning

  09/06/2025
• 
  Schedule a year-end tax review for adjustments

  09/03/2025
• 
  Reduce self-employment tax with proper business structure

  09/01/2025
• 
  Use charitable trusts for philanthropic and tax benefits

  08/26/2025
• 
  Structure real estate sales with 1031 exchanges

  08/22/2025
• 
  Assess the impact of stock sales on tax liability

  08/20/2025
• 
  Avoid early retirement account withdrawals

  08/15/2025
• 
  Plan for tax implications when exercising stock options

  08/10/2025
• 
  Keep digital records of all receipts and statements

  08/07/2025
• 
  Coordinate investment withdrawals with tax brackets

  08/02/2025
• 
  Choose the right filing status after marriage or divorce

  07/31/2025
• 
  Factor estate tax into inheritance planning

  07/26/2025
• 
  Deduct qualified tuition and student loan interest

  07/21/2025
• 
  Check tax credit eligibility for energy improvements

  07/16/2025