Taxes Insights

Greenspring Advisors Financial Planning Insights

2025 Year-End Tax Planning Considerations

As the year comes to a close, here are some year-end tax planning items you may need to take action on before year end, by April 15, or those that don’t require action but could impact your income taxes this year and in the years to come.
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Implications of Taxes by State for Retirees: What to Know

An overview of income and other taxes that vary by state, including how to balance state tax expenses with personal priorities.
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QCD Rules and Regulations for Tax-Efficient Charitable Giving

How qualified charitable distributions can help IRA holders over 70½ years old manage tax expenses while giving to important causes.
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Tax Implications of Divorce

You made it through the grueling process of getting divorced, which is difficult enough, but now you have one more hurdle: filing your taxes.
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Tax Implications for Widows and Widowers

The loss of a spouse has been described to me by clients as “all-encompassing grief” and “an indescribable emotional, physical, and mental fatigue.” For those who have experienced a significant loss recently, the burden of financial decision-making may feel like a weight added to an already heavy load.
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Tax-Loss Harvesting Strategy: Benefits, Limitations, and Key Use Cases

Tax-loss harvesting can be a smart strategy to reduce tax bills by locking in investment losses. But it might not be a great idea for everyone.
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What is a tax law sunset? More importantly, should I do anything?

Is the tax law sunset a thing of beauty, or does it signify the end of a good thing? In short, the sunset means tax rates are set to change in 2026.
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Greenspring Advisors Financial Planning Insights

An LGBTQ+ Couple’s Guide to Tax, Estate, and Legacy Planning

Tax, estate, and legacy planning for the LGBTQ+ community can be complex, regardless of whether you decide marriage is right for you.  But with the right knowledge and guidance, you can navigate these challenges successfully.  By staying informed, working with experienced professionals, and proactively planning for your future, you can protect your assets, safeguard your loved ones, and ensure your wishes are respected. 
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Greenspring Advisors Financial Planning Insights

Should We Get Married? An LGBTQ+ Couple’s Comprehensive Guide to Tax Planning

While filing jointly can bring significant financial advantages, it's a path that demands careful navigation. This post pulls back the curtain on the key tax benefits, potential pitfalls, and strategies LGBTQ+ couples should understand. From maximizing credits to mitigating marriage penalties, informed decision-making is the key to optimizing your financial future as a couple considering marriage.
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