Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • May 23, 2023

    Digesting Your 2022 Tax Return: What to Consider

    Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.

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  • March 22, 2023

    Strategies Around Paying Your Taxes: What Choices Work for You?

    We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful.

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  • February 27, 2023

    Funding a College Education with Taxes in Mind

    While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. 

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  • January 17, 2023

    2023 Planning Considerations and Strategies for Individual Taxpayers

    Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.

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  • January 04, 2023

    Buckingham Weekly Perspectives | Three Ways to Lower Your 2022 Tax Liability

    Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.

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  • January 02, 2023

    Ring in the New Year with a Fresh Look at Your Financial Plan

    As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.

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  • December 28, 2022

    Buckingham Weekly Perspectives | Three Tax Tips for 2022

    Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.

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  • November 21, 2022

    Inherited an IRA? Here’s Why Planning Distributions Early Matters

    If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

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  • November 07, 2022

    Top 10 Things to Do Before 2022 is Over

    Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.

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  • June 21, 2022

    Tax-Loss Harvesting: Making Lemonade out of Lemons

    Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.

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  • April 25, 2022

    Leveraging Tax-Savings Opportunities with the Help of an Advisor

    Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.

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  • March 02, 2022

    Part Two: Everything You Need to Know About Tax Fraud

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  • February 26, 2022

    Part One: Everything You Need to Know About Tax Fraud

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  • January 24, 2022

    Stay Ahead of the Game: Important 2022 Tax Updates for Baby Boomers

    Learn five major 2022 tax rule revisions that every baby boomer needs to know to avoid late fees, cash in on potential savings, and prevent future tax headaches.

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  • November 29, 2021

    7 Money-Saving Actions to Take Before Year-End

    Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth.

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  • November 05, 2021

    Buckingham Talks: What Build Back Better Means for You

    Below is a replay of our Buckingham Talks webinar from earlier this week, as well as an update on what’s in and what’s out of the proposed legislation since we spoke about it.

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  • September 24, 2021

    Taking Advantage of the Mega Backdoor Roth IRA Before it Goes Away

    The mega backdoor Roth IRA may be an option to even further increase contributions for future tax-free Roth growth and withdrawals. Do you know how to utilize it?

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  • September 20, 2021

    Are You a Smaller, a Baller, or an Aller?

    One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.

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  • July 16, 2021

    Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy

    Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.

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  • December 24, 2020

    What You Need to Know About Stimulus 2.0

    ‘Tis the season for stimulus! Questions are swirling about the latest stimulus bill. Buckingham Director of Advanced Planning Jeffrey Levine breaks it down for you.

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  • October 05, 2020

    2020 Year-End Tax Planning

    The end of 2020 presents an opportunity to consider what may be done from an income tax perspective to make the best of a difficult year.

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  • March 26, 2020

    Maximizing Outcomes by Reducing Taxes Over Your Lifetime

    There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one.

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  • March 08, 2020

    It’s What You Make After Taxes

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  • November 30, 2019

    Dan Goldie Client Letter: December 2020

    In this month’s client letter, Dan addresses the Biden administration’s proposed income and estate tax policy changes and offers possible strategies to mitigate them so you are not scrambling later if new laws are enacted.

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  • September 26, 2018

    What’s a QCD—and Why Taxpayers Need to Know the Answer Now

    Buckingham's Helen Modly weighs in on qualified charitable distributions (QCDs) from retirement accounts.

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  • April 18, 2018

    Shorting's Impact on Tax-Efficiency

    Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds.

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  • March 21, 2018

    Taxes Are Everywhere, But So Are Planning Opportunities

    Wealth Advisor Bill Morgan shares some ways to implement efficient tax strategies as you work your way toward your financial goals.

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  • March 02, 2018

    New Tax Law, More Tax Questions for Financial Advisors

    Buckingham's Bill Morgan and Elliot Dole give Financial Planning magazine a look at the way tax planning fits into our comprehensive approach to wealth management.

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