Sign in Subscribe

Tax & Wealth Planning

Giving with Purpose: A Simple Guide to the Qualified Charitable Distribution (QCD)

Giving with Purpose: A Simple Guide to the Qualified Charitable Distribution (QCD)

A Qualified Charitable Distribution can turn required retirement withdrawals into purposeful giving while potentially improving the tax efficiency of the broader retirement plan.

IRMAA Explained: The Medicare Surcharge You Can Trigger Two Years Early

IRMAA Explained: The Medicare Surcharge You Can Trigger Two Years Early

IRMAA is not simply a Medicare surcharge to avoid—it is a reminder that tax, income, and healthcare decisions should be coordinated across the entire retirement plan.

Retirement Starts Before You Retire

Retirement Starts Before You Retire

The two to three years before retirement are when you turn a collection of accounts and benefits into a coordinated income, tax, healthcare, and life plan.

The HSA Advantage: Save Today, Pay for Healthcare Tomorrow

The HSA Advantage: Save Today, Pay for Healthcare Tomorrow

An HSA can become one of the most flexible long-term retirement healthcare and tax-planning tools available when used intentionally.

Gig Work and the Tax Code: A Side Job Is Still a Business

Gig Work and the Tax Code: A Side Job Is Still a Business

How independent workers can manage Schedule C income, quarterly taxes, vehicle expenses, information returns, and audit-ready records Part VII in the GSKC Year-Round Tax Planning Series Most relevant for rideshare drivers, delivery workers, freelancers, consultants, creators, online sellers, task-based workers, seasonal contractors, and W-2 employees with

Partnerships, S Corporations, and the Tax Code: Pass-Through Does Not Mean Simple

Partnerships, S Corporations, and the Tax Code: Pass-Through Does Not Mean Simple

Pass-through income moves from the business to the owners, but it does not arrive free of rules. Compensation, distributions, basis, losses, payroll, and entity-level elections determine what ultimately appears on the owner’s return.

Owning a Small Business and the Tax Code: Structure Is Only the Beginning

Owning a Small Business and the Tax Code: Structure Is Only the Beginning

How entity choice, estimated taxes, QBI, capital investment, and retirement planning work together. PART V IN THE GSKC YEAR-ROUND TAX PLANNING SERIES Find out more about Tax Planning at every stage. GSKC Tax Planning Series Most relevant for sole proprietors, single-member LLC owners, partners, S-corporation shareholders, and