By Bryan Trugman, CFPⓇ With life expectancies increasing and the cost of living going up, it’s more important than ever to plan for your future. Fortunately, there are several tax-planning strategies that can help you minimize your tax liability and keep more of what...

By Bryan Trugman, CFPⓇ This month, we interviewed my friend and colleague, Karen Tenenbaum, owner and founder of Tenenbaum Law, P.C., based on Long Island. Karen focuses exclusively on resolving tax issues for businesses and individuals, bringing over 35 years of...

By Bryan Trugman, CFPⓇ Capital gains tax is a subject that comes up often when evaluating different financial assets. Capital gains can come into play with various types of investments, and there are often strategies that can help to alleviate the resulting tax...