by Phillip Kashin | Aug 29, 2024 | CPA, Phillip Kashin, Taxes
A critical, yet often overlooked, area of financial planning is tax planning. While the financial planning industry is starting to catch-up, Bartley Financial has made tax planning a core focus since inception. We really nerd out on tax stuff! We integrate tax...
by Joanne Tackes | Feb 28, 2024 | Joanne Tackes, Taxes
October 2023 saw the passage of a bill providing $1B in tax cuts for Massachusetts taxpayers. With a new tax filing season upon us, it’s time to discuss some of the notable Massachusetts personal income tax law changes included in this bill as well as other recent...
by Robert Bartley | Nov 15, 2023 | Joanne Tackes, Robert Bartley, Taxes
By Robert Bartley, CFP™, CPA (and Joanne Tackes) The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2023 tax bill, no matter whether you live in Massachusetts, New Hampshire or elsewhere. Read on for some strategies...
by Joanne Tackes | Oct 5, 2023 | Financial Planning, Joanne Tackes, Taxes
Our federal income tax system is progressive – meaning that the tax rate imposed increases as your income increases. See the 2023 tax brackets below for those filing a joint return with their spouse. Married Filing JointTaxable Income RangeTotal Tax DueTax...
by Robert Bartley | Oct 28, 2021 | Taxes
Take The Politics Out Is there a reset button? I think a majority of us would like to start fresh! In a recent post about budget deficits I shared information including graphs on total taxes paid by each income group – high earners and everyone else. In...
by Joanne Tackes | Oct 28, 2021 | Taxes
The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2021 tax bill. No matter whether you live in Massachusetts, New Hampshire or any state that has some form of income tax. Read on for some strategies you can...
