<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:media="http://search.yahoo.com/mrss/" xmlns:post="http://www.twentyoverten.com"><channel><title><![CDATA[WHZ Strategic Wealth Advisors]]></title><description><![CDATA[At WHZ Strategic Wealth Advisors, our advisors have a wealth of knowledge, and they're sharing it all the time, right here on our blog. Dive in and get the information and insights you need now.]]></description><link>https://incomeworksllc.com</link><generator>RSS for Node</generator><lastBuildDate>Sat, 14 Nov 2026 00:14:56 GMT</lastBuildDate><atom:link href="https://incomeworksllc.com/blog/feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know ]]></title><description><![CDATA[IRS audits of high earners have dropped sharply, but AI matching systems have not. What high-net-worth taxpayers and business owners should document now. ]]></description><link>https://incomeworksllc.com/blog/the-new-irs-fewer-auditors-smarter-algorithms-what-high-earners-need-to-know</link><guid isPermaLink="false">6a6cf01d4cff74c328f4da03</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 11 Sep 2026 08:10:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SxNTHR2v1m3O/The-New-IRS-Fewer-Auditors-Smarter-Algorithms-What-High-Earners-Need-to-Know.png"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[5 Things to Check in Your Executive Compensation Package in 2026 ]]></title><description><![CDATA[See how OBBBA’s tax changes could affect executive compensation, stock option timing, SALT deductions, and deferred compensation planning. Use this checklist to identify which strategies and agreements may need a fresh review.]]></description><link>https://incomeworksllc.com/blog/5-things-to-check-in-your-executive-compensation-package-in-2026</link><guid isPermaLink="false">6a550d28c89f4d923d6b5a5f</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 12 Aug 2026 08:11:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/FiTgcmierHO6/WHZ-2026-08-banners-2.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Your Estate Plan Just Got an Upgrade: Here's What to Do Now ]]></title><description><![CDATA[High-net-worth families should revisit estate plans after OBBBA raised the federal estate and gift tax exemption to $15 million per person in 2026. ]]></description><link>https://incomeworksllc.com/blog/your-estate-plan-just-got-an-upgrade-heres-what-to-do-now</link><guid isPermaLink="false">6a2c36ba4995dea343453750</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Thu, 25 Jun 2026 10:53:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZTPk_hvi4MFC/obbba-estate-plan-upgrade-2026.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[New Tax Rules, New Opportunities: The OBBBA Moves Every High Earner Under 55 Should Make ]]></title><description><![CDATA[High earners under 55 should review OBBBA tax changes, including the $40,000 SALT cap, charitable giving floor, Trump Accounts, 529 expansion, and multi-year tax planning. ]]></description><link>https://incomeworksllc.com/blog/new-tax-rules-new-opportunities-the-obbba-moves-every-high-earner-under-55-should-make</link><guid isPermaLink="false">6a2c340f5d81ced81c2eef04</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Wed, 17 Jun 2026 08:11:40 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/LBoRI6pQRhYV/new-obbba-tax-moves-for-high-earners-2026.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Business Owner’s Mid-Year Financial Gut Check for 2026]]></title><description><![CDATA[A mid-year financial gut check helps business owners review cash flow, liquidity, taxes, risk, and personal planning during economic volatility.]]></description><link>https://incomeworksllc.com/blog/business-owners-mid-year-financial-gut-check-for-2026</link><guid isPermaLink="false">6a19d82d4fb5e9fac2aa65ff</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 03 Jun 2026 08:12:03 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/_mwOfX8YQOTt/business-owners-midyear-gut-check.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Three Powerful Mid-Year Financial Moves for Executives ]]></title><description><![CDATA[Executive compensation planning can significantly impact your tax strategy. Learn how mid-year adjustments can help high-income earners better plan for taxes, bonuses, and Roth conversions. ]]></description><link>https://incomeworksllc.com/blog/three-powerful-mid-year-financial-moves-for-executives</link><guid isPermaLink="false">6a19d050fd229f434c2a54b6</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Fri, 29 May 2026 08:12:17 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-MM0f6MMDu8c/powerful-midyear-moves-for-executives.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Estimated Taxes in 2026: What Business Owners Should Adjust After April 15  ]]></title><description><![CDATA[For many business owners, April 15 can feel like the finish line of tax season. But in reality, it’s only the beginning of the next tax cycle; especially if you’re responsible for paying quarterly estimated taxes. As we move into the 2026 tax year, our team at WHZ is advising our business owner clients to pay attention to several policy changes, new compliance expectations, and shifting income dynamics.    ]]></description><link>https://incomeworksllc.com/blog/estimated-taxes-in-2026-what-business-owners-should-adjust-after-april-15</link><guid isPermaLink="false">69c18b16e34e5e0608be5557</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 15 Apr 2026 08:13:04 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EZHgw1xhBFE2/quarterly-tax-adjustments.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[What You Should Know About AI-Driven Financial Insights  ]]></title><description><![CDATA[Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic planning.]]></description><link>https://incomeworksllc.com/blog/what-you-should-know-about-ai-driven-financial-insights</link><guid isPermaLink="false">69c18cba81e84d92c0d7bd34</guid><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 02 Apr 2026 08:17:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/JEPB2EyX4C_I/banner_-ai-and-finance.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/college-planning" slug="college-planning" name="College Planning"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[How to Reduce Your 2026 Tax Bill — and Put Your Money to Better Use]]></title><description><![CDATA[Learn nine ways to pay less at tax time, and put that money to work in your financial plan instead.]]></description><link>https://incomeworksllc.com/blog/how-to-reduce-your-2026-tax-bill-and-put-your-money-to-better-use</link><guid isPermaLink="false">6970e8b7f45de868d3a3c278</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Mon, 26 Jan 2026 08:18:21 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/B0lCH2QMqlih/banner-how-to-maximize-your-2026-tax-refund.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Smart Tax Planning for High Earners in 2026 ]]></title><description><![CDATA[As we begin 2026, high earners are entering one of the most consequential tax years in more than a decade. The Tax Cuts and Jobs Act (TCJA) individual tax provisions officially expired on December 31, 2025, and Congress did not pass legislation to extend or modify those rules. Despite substantial debate throughout 2025 – and speculation that the Omnibus Budget and Border Security Act (OBBBA) or subsequent bills might carry extensions – no federal law ultimately altered the scheduled sunset. ]]></description><link>https://incomeworksllc.com/blog/smart-tax-planning-for-high-earners-in-2026</link><guid isPermaLink="false">695415d5724e60f4adcf1183</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Tue, 30 Dec 2025 08:24:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/5lzIZEz1WO7/Banner_smart-tax-planning-for-high-earners-in-2026.png"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[2025 Financial Year in Review and The 2026 Market Outlook]]></title><description><![CDATA[WHZ's senior partners provide a review of the key market trends, economic events, and financial planning lessons from 2025, and what they mean for investors heading into 2026.]]></description><link>https://incomeworksllc.com/blog/2025-financial-year-in-review-and-the-2026-market-outlook</link><guid isPermaLink="false">6952aad1e5be83dd53981afc</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 17 Dec 2025 08:27:43 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RzWHgNnacbB/2025-financial-year-in-review-2026-market-outlook.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone ]]></title><description><![CDATA[If you're 65 or older, 2025 brings unprecedented tax relief that won't last forever. Understanding how to maximize these temporary benefits before they expire in 2028 could save you thousands of dollars. Here’s a breakdown of what to know, and how to prepare. ]]></description><link>https://incomeworksllc.com/blog/temporary-tax-breaks-for-seniors</link><guid isPermaLink="false">691908cd040cdb3a9fefb70f</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Fri, 14 Nov 2025 10:50:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YkSaAUUtCGU/temporary-tax-cut-for-seniors.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[2025 Tax Filing: What to Expect & Why to Prepare Before This Year Ends ]]></title><description><![CDATA[Tax season will be here before you know it, and getting ahead of it now can save you significant time, stress, and money. Whether you're an early filer or someone who waits until the deadline, understanding what to expect and taking proactive steps now is sure to make the entire process smoother, and may even save you some money.]]></description><link>https://incomeworksllc.com/blog/2026-tax-season-what-to-expect-how-to-prepare</link><guid isPermaLink="false">69190e1ace3d195be557e002</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Thu, 13 Nov 2025 08:36:40 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IvrXSG-2a2t/2026-tax-season.png"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Beyond "Giving Tuesday": Charitable Giving Strategies for Maximum Impact and Tax Benefits]]></title><description><![CDATA[While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.  ]]></description><link>https://incomeworksllc.com/blog/beyond-giving-tuesday-charitable-giving-strategies-for-maximum-impact-and-tax-benefits</link><guid isPermaLink="false">69092271044c3f39e5d819ac</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sun, 02 Nov 2025 08:36:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/oNrBm1vqYJ6/Banner_beyond-giving-tuesday-charitable-giving-strategies-for-maximum-impact-and-tax-benefits.png"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[8 Ways to Reduce Your 2025 Tax Bill Before Year’s End  ]]></title><description><![CDATA[With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. Here's what to know and do right now. ]]></description><link>https://incomeworksllc.com/blog/8-ways-to-reduce-your-2025-tax-bill-before-years-end</link><guid isPermaLink="false">68d6e484c38a009d78e12ee3</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 26 Sep 2025 08:37:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/p4iJqMEVFRs/banner-reduce-tax-bill.svg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[10 Ways Millennials and Gen Z Could Benefit from the Big Beautiful Bill Act]]></title><description><![CDATA[The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z – here are the top 10.]]></description><link>https://incomeworksllc.com/blog/10-ways-millennials-and-gen-z-could-benefit-from-the-big-beautiful-bill-act</link><guid isPermaLink="false">68af427e022a8ac29194731c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 26 Aug 2025 08:46:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/DeH-yW7PYVA/banner-OBBBA-millennials-and-gen-z.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Key Impacts of the Big, Beautiful Bill Act]]></title><description><![CDATA[The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.     ]]></description><link>https://incomeworksllc.com/blog/key-impacts-of-the-big-beautiful-bill-act</link><guid isPermaLink="false">68925a811d996ca6deabed96</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 05 Aug 2025 08:46:20 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/shKnE7TmMXd/banner_BBBA.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Stocks Conquer a Wall of Worries  ]]></title><description><![CDATA[The stock market has climbed a wall of worry this year, ascending to new heights despite a long list of scary news headlines.]]></description><link>https://incomeworksllc.com/blog/stocks-conquer-a-wall-of-worries</link><guid isPermaLink="false">686ffcbb4a01b854ca3e0910</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 24 Jul 2025 08:46:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/O5I5szTFFfx/banner-executive-tax-tips-2025.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[10 Critical Tax Tips for Executives in 2025 ]]></title><description><![CDATA[With key Tax Cuts and Jobs Act provisions expiring at the end of 2025, now is the time for executives to utilize strategies to optimize their tax situation. Here are the most important tax considerations for those in executive and leadership positions. ]]></description><link>https://incomeworksllc.com/blog/10-critical-tax-tips-for-executives-in-2025</link><guid isPermaLink="false">686417a528a08354e0faf167</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Tue, 01 Jul 2025 10:49:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/upU38FJ9xCd/banner-executive-tax-tips-2025.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[Midyear Financial Checkup: Essential Steps for 2025 ]]></title><description><![CDATA[We’ve just passed the midpoint of 2025 – the perfect time to pause and evaluate your finances.]]></description><link>https://incomeworksllc.com/blog/midyear-financial-checkup-essential-steps-for-2025</link><guid isPermaLink="false">686409f19497e8605e627496</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 01 Jul 2025 08:47:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Q1Q0aolvQX-/Avoiding-scams-1.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Examining the President’s “Big, Beautiful Bill” ]]></title><description><![CDATA[The Republican-controlled House of Representatives has passed a huge piece of legislation that extends tax cuts from President Trump’s first term and layers on additional tax cuts and benefits for consumers. ]]></description><link>https://incomeworksllc.com/blog/examining-the-presidents-big-beautiful-bill</link><guid isPermaLink="false">68546c26fef5217119b7db13</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 19 Jun 2025 08:56:31 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/yWh8-d1loka/Avoiding-scams.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company ]]></title><description><![CDATA[At the end of 2025, business owners could face a significant turning point in tax policy. The Tax Cuts and Jobs Act (TCJA) of 2017, which dramatically reformed the U.S. tax code, included numerous provisions set to expire on December 31, 2025. ]]></description><link>https://incomeworksllc.com/blog/business-tax-outlook-what-continuing-tcja-tax-provisions-could-mean-for-your-company</link><guid isPermaLink="false">680fe043f0728fc5de62ab11</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 13 May 2025 08:56:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/5ReWy7CtyA2/Avoiding-scams-2.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Riding the Tariff Rollercoaster ]]></title><description><![CDATA[The details surrounding President Trump’s proposed tariffs are changing so rapidly it’s tough to keep track of what products from which countries will face levies. This unsettled environment has sent the S&P 500 lurching from gains to losses.]]></description><link>https://incomeworksllc.com/blog/riding-the-tariff-rollercoaster</link><guid isPermaLink="false">681e3555c73f24f9e827b54b</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 09 May 2025 08:56:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZuW3kHS9UqE/Avoiding-scams.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Financial Impacts of Trump’s First 60 Days in Office ]]></title><description><![CDATA[From tarriffs to tax policy, President Trump has hit the ground running on enacting sweeping changes in his second term. Here's how it's impacted markets and wallets thus far.]]></description><link>https://incomeworksllc.com/blog/financial-impacts-of-trumps-first-60-days-in-office</link><guid isPermaLink="false">67e5aea475c49b70f3066017</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 15 Apr 2025 08:57:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/bksGciuSqQa/Avoiding-scams-3.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Tax Planning Strategies High Earners Should Consider ]]></title><description><![CDATA[Reaching six figures is no easy feat. If you're one of the hard-working few who has made it to this milestone, give yourself a pat on the back. ]]></description><link>https://incomeworksllc.com/blog/tax-planning-strategies-high-earners-should-consider</link><guid isPermaLink="false">67c60998b252941cc459fe1b</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Fri, 07 Mar 2025 10:49:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VyL-p_pEAjf/Avoiding-scams.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[Financial Impacts if Trump Extends the Tax Cuts and Jobs Act ]]></title><description><![CDATA[The Tax Cuts and Jobs Act (TCJA) of 2017 enacted many significant changes that lowered tax rates for both businesses and individuals. But unless actions are taken, those changes are set to expire this year.]]></description><link>https://incomeworksllc.com/blog/financial-impacts-if-trump-extends-the-tax-cuts-and-jobs-act</link><guid isPermaLink="false">67a393be896cd319a4fcf177</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 25 Feb 2025 08:57:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/aRLj5Rs-c5E/Tax-Efficient-Ways.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Avoiding Financial Scams at Tax Time and Beyond ]]></title><description><![CDATA[Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults. ]]></description><link>https://incomeworksllc.com/blog/avoiding-financial-scams-at-tax-time-and-beyond</link><guid isPermaLink="false">67a52543896cd319a4fe79fc</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 14 Feb 2025 08:57:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/3rZDCDeR9lz/Avoiding-scams.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Tax Season 2025: Key Dates, Tax Law Changes, and Strategies for The Year Ahead ]]></title><description><![CDATA[As we enter 2025, the tax landscape is especially significant with several major changes on the horizon. It will be more important than ever to stay informed about your finances and to work closely with your accountant and financial planner to ensure your financial plan stays as tax efficient as possible. ]]></description><link>https://incomeworksllc.com/blog/tax-season-2025-key-dates-tax-law-changes-and-strategies-for-the-year-ahead</link><guid isPermaLink="false">675c881c50442eb0421d4ff3</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 20 Dec 2024 08:58:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RN7DxEgVMPU/banner_kevin-le-1.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Harris & Trump Lay Out Different Visions for the US Economy ]]></title><description><![CDATA[With only a few weeks remaining before the presidential election, former President Donald Trump and Vice President Kamala Harris have laid out how they plan to keep the economy growing. Many of their policies rely on tax breaks that curry favor with working-class Americans.]]></description><link>https://incomeworksllc.com/blog/harris-and-trump-lay-out-different-visions-for-the-us-economy</link><guid isPermaLink="false">6706a89649e7b92f29a75b22</guid><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 25 Oct 2024 09:05:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/oDx5ToA7fjX/banner_kevin-le.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Are You an Executive? What You Should Know About Navigating Tax Laws and Retirement Planning]]></title><description><![CDATA[Are you an executive? These strategies for maximizing wealth and minimizing taxes are tailored specifically for you.]]></description><link>https://incomeworksllc.com/blog/are-you-an-executive-what-you-should-know-about-navigating-tax-laws-and-retirement-planning</link><guid isPermaLink="false">66ba5bbcee585ff8298047db</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Fri, 20 Sep 2024 09:06:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ENoPLs4dn6D/Banner-Executive-retirement-planning-and-tax-laws.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Presidential Candidates On The Economy]]></title><description><![CDATA[Here’s a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.]]></description><link>https://incomeworksllc.com/blog/presidential-candidates-on-the-economy</link><guid isPermaLink="false">66ce3288dd9fbb4d4171d591</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 13 Sep 2024 09:06:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/S2IaeMU9tHT/presidential-candidates-on-economy.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Receiving an Inheritance? Be Prepared for These Tax Implications]]></title><description><![CDATA[Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.]]></description><link>https://incomeworksllc.com/blog/receiving-an-inheritance-be-prepared-for-these-tax-implications</link><guid isPermaLink="false">6667393e014da4aad40526be</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Inheritance]]></category><pubDate>Thu, 18 Jul 2024 09:07:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/WE_dz2H6uQ0/banner-tax-implications-of-recieving-an-inheritance.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item><item><title><![CDATA[2024 Tax Planning Tips for Executives and Business Owners]]></title><description><![CDATA[By implementing effective tax planning strategies, you can potentially save thousands of dollars and maximize your financial resources.]]></description><link>https://incomeworksllc.com/blog/2024-tax-planning-tips-for-executives-and-business-owners</link><guid isPermaLink="false">6601fcd538d997e27174d5aa</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 11 Apr 2024 09:08:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/lUTKQbEszxX/banner-tax-planning-tips-for-executives-and-business-owners.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Owe Taxes? Do This Before You File and Save]]></title><description><![CDATA[Before you pay your taxes this year, consider making a qualified retirement plan contribution. ]]></description><link>https://incomeworksllc.com/blog/owe-taxes-do-this-before-you-file-and-save</link><guid isPermaLink="false">65cd71be9f9ca488a8cbaa8c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 05 Mar 2024 09:08:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/7fP4nYkz7Ge/banner-owe-taxes-do-this-before-you-file.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[How to Pay Less Taxes While Maximizing Your Investments]]></title><description><![CDATA[Learn about tax-advantaged accounts and savvy investments that empower you to minimize tax liabilities and Live Well.]]></description><link>https://incomeworksllc.com/blog/how-to-pay-less-taxes-while-maximizing-your-investments</link><guid isPermaLink="false">65aed7c23a5d3810dba8f7e2</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Wed, 21 Feb 2024 10:45:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/tSqOHViZKD9/banner-less-taxes-while-maximizing-investments.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/college-planning" slug="college-planning" name="College Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/></item><item><title><![CDATA[Why You Should Plan Taxes 2 Years at a Time]]></title><description><![CDATA[Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.]]></description><link>https://incomeworksllc.com/blog/why-you-should-plan-taxes-2-years-at-a-time</link><guid isPermaLink="false">657b900bca95d0f66752456c</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Sat, 03 Feb 2024 09:09:22 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/4frAYwQUz9V/banner-plan-taxes-2-years-at-a-time.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Tax Tips and Strategies for Executives and Leaders]]></title><description><![CDATA[Being in an executive or leadership role often comes with unique tax situations not faced by the average employee. Get ahead with these tips and strategies.]]></description><link>https://incomeworksllc.com/blog/tax-tips-and-strategies-for-executives-and-leaders</link><guid isPermaLink="false">65aec7173a5d3810dba8e89c</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 02 Feb 2024 09:09:32 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZD_ljgABi04/banner-executive-tax-tips.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[10 Ways to Avoid Capital Gains Tax]]></title><description><![CDATA[While you can't completely avoid paying capital gains tax, here are 10 ways to reduce the amount you owe.  ]]></description><link>https://incomeworksllc.com/blog/10-ways-to-avoid-capital-gains-tax</link><guid isPermaLink="false">65aed5a63a5d3810dba8f601</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Inheritance]]></category><pubDate>Fri, 02 Feb 2024 09:09:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/1zEAJBL0GCG/banner-avoid-capital-gains-tax.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item><item><title><![CDATA[The Tax Implications of PayPal, Venmo and Cash App: What You Need To Know]]></title><description><![CDATA[If you used PayPal, Venmo, Cash App or any other payment app in the last year, you’ll want to understand the potential tax consequences. ]]></description><link>https://incomeworksllc.com/blog/the-tax-implications-of-paypal-venmo-and-cash-app-what-you-need-to-know</link><guid isPermaLink="false">65aec3003a5d3810dba8e48a</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Thu, 01 Feb 2024 09:09:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qwvW7_iEQmH/banner-tax-implications-of-paypal.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Your 2023 Tax Filing Season To-Do List]]></title><description><![CDATA[The tax season is officially here. If you haven't already, now is the time to get prepared.]]></description><link>https://incomeworksllc.com/blog/your-2023-tax-filing-season-to-do-list</link><guid isPermaLink="false">659ead9fe7d05e172b0a076d</guid><category><![CDATA[Tax Planning]]></category><pubDate>Tue, 09 Jan 2024 09:09:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/featured_your2022taxfilingseasontodolist.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/></item><item><title><![CDATA[How to Give More and Pay Less This Holiday Season Through Year-End Donations]]></title><description><![CDATA[As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.]]></description><link>https://incomeworksllc.com/blog/how-to-give-more-and-pay-less-this-holiday-season-through-year-end-donations</link><guid isPermaLink="false">6511adcb33a6e5b1c011dd2a</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 06 Dec 2023 10:45:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HmhgyfJ-oFH/banner-charitable-giving-strategies.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Top End-of-the-Year Financial Moves for 2023]]></title><description><![CDATA[Here are some things you might consider before saying goodbye to 2023.]]></description><link>https://incomeworksllc.com/blog/top-end-of-the-year-financial-moves-for-2023</link><guid isPermaLink="false">6511b5bf21d48cd502fb2140</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Fri, 10 Nov 2023 09:10:50 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/d5Se5cmCdbi/banner-2023-end-of-year-money-moves.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[Uncovering the Triple Tax Benefits of Health Savings Accounts (HSAs)]]></title><description><![CDATA[Explore the tax advantages of Health Savings Accounts (HSAs) and discover how to leverage them to your advantage.]]></description><link>https://incomeworksllc.com/blog/uncovering-the-triple-tax-benefits-of-health-savings-accounts-hsas</link><guid isPermaLink="false">6430885d90272a8242e49d32</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Sat, 04 Nov 2023 10:43:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/OeFhZmK--YI/banner-HSA-plannings.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/insurance" slug="insurance" name="Insurance"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Estate Tax Changes Are Coming - 5 Ways to Prepare Now to Minimize Impact on Your Wealth]]></title><description><![CDATA[The estate tax exemption is set to be cut in half in 2026. Is your financial strategy prepared? Here are 5 key considerations. ]]></description><link>https://incomeworksllc.com/blog/estate-tax-changes-are-coming-5-ways-to-prepare-now-to-minimize-impact-on-your-wealth</link><guid isPermaLink="false">64760094f7f273ab42e2b01d</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Tue, 01 Aug 2023 10:43:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qyKrkN8Irco/banner-navagating-estate-tax-changes-in-2026.png"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[How to Protect Yourself from Tax Identity Theft]]></title><description><![CDATA[As of December 2022 the IRS had 2.9 million identity theft cases in its inventory.  Here's how to avoid becoming one of them.]]></description><link>https://incomeworksllc.com/blog/how-to-protect-yourself-from-tax-identity-theft</link><guid isPermaLink="false">63dd6232ecb44643f9945634</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 02 Feb 2023 09:17:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/4mL6esVys3/banner-tax-identity-theft.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Capital Gains and Your Taxes: A Brief (But Important) Guide]]></title><description><![CDATA[Did you sell a home, car, or other valuables last year? You could be subject to capital gains taxes. Here's what to know and how to minimize the impact.]]></description><link>https://incomeworksllc.com/blog/capital-gains-and-your-taxes-a-brief-but-important-guide</link><guid isPermaLink="false">63ae0796e029d5499797770c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Mon, 30 Jan 2023 10:43:31 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/wZ_FswOZr4/banner-capital-gains-and-taxes.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[How to Minimize Taxes While Transferring Wealth]]></title><description><![CDATA[Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.]]></description><link>https://incomeworksllc.com/blog/how-to-minimize-taxes-while-transferring-wealth</link><guid isPermaLink="false">63c982f918c4733d8b19b8c4</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Mon, 30 Jan 2023 09:17:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZkJH2bTwVs/banner-minimizing-taxes-while-transfering.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[10 Steps to Avoiding a Small Business Audit]]></title><description><![CDATA[Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps. ]]></description><link>https://incomeworksllc.com/blog/10-steps-to-avoiding-a-small-business-audit</link><guid isPermaLink="false">63602dcd721c0f140b800914</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Sun, 29 Jan 2023 09:17:39 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZE3x-Vn8eA/banner_how-to-avoid-small-business-tax-audit.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/></item></channel></rss>