It's hard to believe but 2025 is almost at an end and that means tax season is quickly approaching.With the end of the year coming, now is the time to take a look at finances to lower your tax bill.In ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in isolation. Health insurance and Medicare costs depend directly on taxable income, ...

With the passing of recent legislation — the One Big Beautiful Bill Act — a number of changes will impact charitable giving starting in 2026. As you consider year-end contributions, please note the ...

Many businesses and individuals are in year-end tax planning mode, but what they may not be aware of is that major changes to charitable contribution deductions will take effect in the 2026 tax year ...

Retirees with portfolios between $2 million and $10 million often discover that taxes, not market volatility, pose the biggest long term threat to their lifestyle. With the calendar closing, a few ...

With tax rules shifting and inflation still squeezing household budgets, the smartest way to protect your money for 2025 is to act before the calendar flips. A few targeted moves in the final weeks of ...

A. As the calendar year winds down, individuals have an important opportunity to take proactive steps that may reduce their tax burden. Some tax planning before Dec. 31 can make a difference when tax ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The year 2025 is quickly coming to a close, and with it comes ...