Blog - Haven Tax Group

Happy Thanksgiving!

November 25, 2025

From our family to yours, have a safe and happy holiday weekend!

Tax Planning and Estate Planning Are a Lot Alike, and Ignored By Most!

November 5, 2025

People try, but “adulting” is hard! Kids, pets, job, relatives, friends, bills, medical problems, car problems, work problems all in the last day, so when I have time I will start tax planning. Same as….so when I have time I will start estate planning, it’s just so far down on

They Zig, We Zag

October 29, 2025

People who are worried about the 10 year rule, requiring beneficiaries of inherited IRAs to withdraw the entire balance within 10 years, can double that time with a CRT beneficiary in front of inheritors. What if you really have a big IRA and the 10 year rule just isn’t enough

Tax Planning Often Has Bonus Benefits

October 22, 2025

Have you worked toward losing weight in the past because you want to look more attractive, or fit into an expensive wardrobe you already own? When you lose weight you often also lower your blood pressure and/or cholesterol as a bonus. It might not be the primary motivation, but the

If You Give to Charities or Have Plans to In the Future, It’s Not Too Late to Reduce Your Current Tax Bill!

October 15, 2025

Many people have the intention of doing a better job of “tax planning” in order to start having more favorable outcomes, but busy lives and life interruptions can leave them little time. If this is you, you’re not alone. Time flies even in normal times, but with the current stressful environment,

Income Taxes Surprising People is Surprising! Empower Yourself!

October 8, 2025

Most people feel like their taxes are a sleeping giant. They tiptoe around them as if staying away from the topic will keep it from waking up. Then at tax time when the giant awakens, they often act as if the final tax refund or bill is a surprise. Many

Simple or Complex, Tax Planning is Important!

October 1, 2025

Sometimes “tax planning” can be easy: “Open an IRA and it reduces your taxable income.” Other times it can be quite complex: “Cost segregation” on a building means hiring an engineering firm and having a structure broken down into its many components on paper, with each value separately listed; the

Tax Planning: It Isn’t Just For Breakfast Anymore

September 24, 2025

All around the country, there are people in an absolute panic because the real tax deadline for personal tax return extension filers is approaching and they are running out of time. The exception would be for those who have been affected by flooding or other natural disasters and may be given an extended

“Fall” Into Tax Savings for Next Year!

September 16, 2025

With signs of fall in the air, it’s time to start thinking about things that need to be done to prepare for winter. The garden harvests are rolling in, fresh vegetables are everywhere and it’s really, really great. Time to fill up your oil tanks before the price change, and