Our Resources

December 02, 2024

2025 Tax Planning: Considerations and Opportunities

While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

November 25, 2024

Year-End Tax Planning to Maximize Your Savings

In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.

July 15, 2024

5 Ways to Plan For Estate Tax Law Changes

The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.

June 07, 2024

Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

May 08, 2024

Evidence-Driven Planning™

Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.

March 11, 2024

Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program

To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.

December 04, 2023

2024 Planning Considerations and Strategies for Individual Taxpayers

Prepare for the upcoming tax season by reviewing 2024 inflation adjustments, important deadlines and opportunities to minimize your tax bill.

November 21, 2023

Key Tax-Saving Strategies to Review Before Year-End

Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.

November 06, 2023

Small Steps to Take Before 2024 That May Help Save Big

Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.

July 31, 2023

Demystifying the Income Tax Reporting System

Once tax season is over, it’s not uncommon for taxpayers to receive an inquiry letter for more information about their returns. But have you ever wondered why?

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.

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.

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. 

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.

January 04, 2023

Buckingham Weekly Perspectives | 3 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.

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.

December 28, 2022

Buckingham Weekly Perspectives | 3 Tax Tips for 2022

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

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.

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.

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.

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.

March 02, 2022

Part Two: Everything You Need to Know About Tax Fraud

February 26, 2022

Part One: Everything You Need to Know About Tax Fraud

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.

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.

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.

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?

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.

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.

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.