Life Cycle Events

Tax guidance for major life events — marriage, retirement, college, and more.

Tax implications of getting married or divorced, including filing status changes, name changes, and asset transfers.

Tax benefits of having a child, including the Child Tax Credit, dependent care credits, and 529 plan contributions.

Education tax credits, 529 plans, student loan interest deductions, and strategies to minimize education costs.

Tax implications of home ownership, including mortgage interest deductions, capital gains exclusions, and property tax considerations.

Tax considerations for new business owners, including entity selection, estimated taxes, and deductible startup costs.

Tax planning for retirement, including 401(k) and IRA contributions, required minimum distributions, and Social Security taxation.

Facing a Major Life Change?

Major life events often come with significant tax implications. Let our team help you plan ahead and minimize your tax burden.