Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions
The Tax Cuts and Jobs Act (TCJA) became law in…
Save Your Home Improvement Receipts — Here’s Why
When you make improvements to your home, you can generally…
Five Valuable Tips as You Prepare to File FAFSA
Copper Leaf Wealth Advisor Breanna Sykes has published a new…
Clean Vehicle Federal Tax Credit: Important Changes and What You Need to Know
At Copper Leaf Financial we work closely with our clients,…
529 Plans Offer a Tax-Efficient Way to Transfer Wealth
Funding a 529 account may be an attractive option for…
Tax-Loss Harvesting: Making Lemonade out of Lemons
Like kingdoms, tides and my teenage daughter’s emotions, the stock…
Senators Call for Restoring Tax Breaks for Donors Who Don’t Itemize Their Returns
Lawmakers in both parties called Thursday for restoring the charitable…
Important 2022 Tax Updates for Baby Boomers
Paying taxes is something you can’t escape; but being aware…
Tax-Wise Investment Techniques
In a previous blog post, we introduced some of the…
Tax Planning Tools During Times of Uncertainty
There are tax consequences to virtually any financial move you…
Tax Credits for Going Green
These three federal tax credits may help defray part of…