by Molen & Associates | Oct 8, 2026 | Tax Planning
If you purchase health insurance through the Health Insurance Marketplace, an important tax change for 2026 could result in a much larger tax bill than you expect. This is especially important for business owners, self-employed individuals, investors, and anyone whose...
by Molen & Associates | Oct 4, 2026 | Tax Planning
Giving to charity is rewarding in its own right — but with the right tax planning, it can also reduce your federal income taxes. The challenge is that many taxpayers don’t receive any meaningful tax benefit from their charitable donations because of how...
by Molen & Associates | Sep 27, 2026 | Tax Planning
By October or November, most of the year’s financial picture is clear: you know roughly what your income will be, whether you’ve had unusual capital gains, whether business income will be up or down. That clarity is what makes late fall the right time to...
by Molen & Associates | Sep 20, 2026 | Tax Planning
If you sold a business, a piece of real estate, or a concentrated stock position this year and you’re staring down a six- or seven-figure capital gain, someone has probably already mentioned Opportunity Zones to you. Depending on who you talked to, they’re...
by Molen & Associates | Sep 13, 2026 | Tax Planning
Business owners have access to retirement accounts that most employees can only envy. The contribution limits are higher, the flexibility is greater, and the tax benefits are substantial. But the options can also be confusing, and the wrong choice costs you both in...
by Molen & Associates | Sep 6, 2026 | Tax Planning
Most people conflate these two things, but they are fundamentally different services — and confusing them is expensive. Tax preparation is what happens after the year ends. Tax planning is what happens before. The difference in outcome between someone who does only...