Income Tax Planning

August 18, 2025

The Tax Valley: A Hidden Opportunity for Retirees

Many people approaching retirement think their tax bill will naturally go down once they stop […]
July 31, 2025
Emily Rose Sheffield

Donating in Retirement: Give More and Owe Less with QCDs

Charitably minded individuals over age 70½ with Individual Retirement Accounts (IRA) should consider Qualified Charitable […]
July 15, 2025

Understanding the One Big Beautiful Bill and Its Tax Changes

Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
March 26, 2025

Harvesting the Loss: When Does It Make Sense?

At Bragg Financial, we ask ourselves certain questions repeatedly throughout the year: Should we harvest […]
December 23, 2024

2025 Tax Rates & Inflation Adjustments

The cost of living adjustments and tax changes for 2025 were released by the IRS […]
November 11, 2024

Your 2024 Year-End Planning Checklist

With election day behind us and the frantic holiday season fast approaching, you might want […]
October 15, 2024

Tax Sunset Looming: Is Your Estate Ready for 2026?

Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
July 16, 2024

Equity Compensation: A Primer on Restricted Stock

As a corporate executive, you likely receive an annual letter detailing your compensation, including a […]
June 20, 2024

Simple Solutions to Reduce Your Estate Tax

The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]