Beware of Social Media Tax Advice: The Risks and Consequences
Tax advice is everywhere on social media, but not all of it is accurate, and some of it can be costly. From misunderstood tax credits to outright scams, following the wrong advice can lead to penalties, audits, and long-term financial consequences. This article breaks down common tax myths circulating online and explains how to protect yourself by relying on credible sources and professional guidance.
Year-End Individual Tax Planning Opportunities
Whether it’s Roth conversions in a low-income year, maximizing education credits, optimizing charitable giving, planning for RMDs, selling winning or losing stocks, or making the most of new SALT rules and enhanced retirement catch-up limits, your window for action closes December 31.
Consider Capital Gains Harvesting—Not Just Tax-Loss Selling
This week on “Henssler Money Talks,” K.C., Nick, D.J., and Kelly-Lynne explore year-end strategies like tax-loss selling, harvesting gains to offset recognized losses, and resetting your cost basis. We also break down how capital gains are taxed and why these moves can help you keep more of what you’ve earned.
Last-Minute Year-End Tax Tactics: Maximize Your Business Savings Now
It’s crunch time for small-business owners! Before December 31, the right tax moves can meaningfully lower your 2025 bill — from equipment purchases and bonus depreciation to retirement contributions, income deferral, and more. Don’t miss these tax-saving opportunities.
Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones
Did you know your gifts can do more than delight—they can also offer tax advantages? From tuition to retirement accounts, smart holiday giving can boost your loved ones and your tax strategy.
Finish the Year Strong by Considering These Tax Moves
2025 is wrapping up fast—and your year-end tax strategy could make a meaningful difference. From maximizing retirement contributions to timing your income, harvesting losses, and making the most of charitable deductions, small steps now can lower your tax bill later.
Will Tax Law Changes Impact Your Giving Strategy?
New tax laws take effect in 2026 that will change how charitable donations are deducted. From bunching strategies to donor-advised funds and IRA giving, timing will matter more than ever. Here’s how to make the most of your philanthropy under the new rules.
The Real Cost of Holding On: Taxes vs. Life Goals
The “Henssler Money Talks” hosts tackle how many Americans are trapped by their biggest asset: their homes. And not because of mortgage rates, but because of capital gains—a side effect of value appreciation—but it shouldn’t dictate your life decisions. We explore some planning options and how homeowners can weigh taxes against long-term goals, market risk, and lifestyle priorities when deciding whether to sell.
IRS Shifts to Paperless Refunds: What This Might Mean for You
Paper refund checks are officially on the way out! Starting September 2025, most taxpayers will receive refunds electronically—a faster, safer way to get your money. But what if you don’t have a bank account?
Why Cash Flow Planning Gets Harder as You Grow
Your business is booming—but your bank balance doesn’t show it? You’re not alone. Growth can make cash flow feel tighter, even when sales are strong. Find out why and what to do about it.