Sam Darnold, like each of his Seahawk teammates, earned $178,000 by winning Super Bowl LX in Santa Clara, California, following the 2025 NFL season. The eight days he worked in California will cost him about $249,000 in California Income Tax. Ouch! You’re probably not...
Building a family through adoption brings immeasurable joy alongside significant financial considerations. The One Big Beautiful Bill Act of 2025 (OBBBA) delivered meaningful improvements to the Adoption Tax Credit that can reduce your tax burden and strengthen your...
Strategic Year-End Planning for Business Owners As December approaches, business owners face their most critical tax planning season. With the One Big Beautiful Bill Act's provisions taking effect and expanded depreciation windows still available, the next 60 days...
Strategies for Navigating Market Volatility with Confidence In the unpredictable world of investing, the “fear curve” is an all-too-familiar emotional roller coaster that leads many investors to make decisions that ultimately harm their financial health. It’s this...
Changing policies and regulations periodically reshape the landscape of estate tax laws. In 2025, wealthy individuals must be aware of critical changes impacting their estate planning strategies. This article comprehensively explores the implications of the estate tax...
When it comes to planning for retirement, there are a myriad of strategies and options available. One often overlooked method is making after-tax contributions into retirement savings vehicles. This approach to investing after-tax dollars may significantly increase...
Hello friend. As we approach the coming year, let’s look at year-end planning for your finances.
Jane is a 32-year-old and recently discussed Health Savings Accounts (HSA) with her financial advisor on how to get the biggest benefits possible from her limited budget for long-term investments. She discovered that the HSA is much more than just a savings account....
Tax season is upon us, and you need forms from LPL so that you can get this annual job completed. If you’ve got retirement accounts, LPL began mailing the 1099-R (for retirement) on January 17. The forms for taxable, non-retirement accounts are more complex to...
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March…