Ask Tim: A Little Green, A Little Giving, and A Few Tax Wins

I hope everyone had a great St. Patrick’s Day and isn’t feeling too rough this week. Personally, I’ve always ...
Mar 18, 2026, 3:56:58 PM
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The One Big Beautiful Bill: Here's What It Means for Your Taxes.

Unless you've been completely off the grid, you've heard about the One Big Beautiful Bill Act — the sweeping ...
Mar 17, 2026, 12:10:02 PM
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The 2026 Tax Cliff Looks Different Now. Why Entity Structure Still Matters More Than Ever.

For a long stretch, business owners heard the same warning: 2026 would bring a tax cliff. Higher rates. ...
Mar 16, 2026, 8:00:00 AM
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Quick Answers: Should You Pay Off Your Mortgage Before Retirement?

The question of whether to retire with or without a mortgage is more than a calculation. It reflects how you ...
Mar 10, 2026, 3:44:42 PM
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12 Ways High Earners Avoid Tax Surprises

April turns plenty of smart people into sprinters. The calendar gets loud. The inbox gets louder. A tax ...
Mar 4, 2026, 9:54:50 AM
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How Much Can You Withdraw in Retirement Without Running Out of Money?

Retirement today lasts longer than ever. For many Americans, it spans thirty years or more, stretching across ...
Feb 26, 2026, 3:27:40 PM
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Backdoor Roth IRA: Is It Still a Smart Move in 2025?

The Roth IRA has long been regarded as one of the most effective tax-advantaged tools available to American ...
Oct 30, 2025, 10:00:00 AM
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Quick Answers: How Much Can You Gift Tax-Free in 2025?

The annual gift tax exclusion is one of the simplest tools for transferring wealth. For 2025, the limit is ...
Oct 21, 2025, 11:00:00 AM
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Should You Convert Your IRA to a Roth in 2025?

The question of whether to convert a traditional IRA into a Roth IRA has always invited debate. It depends on ...
Oct 15, 2025, 9:00:00 AM
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Inherited Wealth and Taxes: What Beneficiaries Need to Know in 2025

When wealth transfers from one generation to the next, the emotional weight can feel far greater than the ...
Sep 10, 2025, 10:00:00 AM
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