Skip to content
Click Here to Meet with A Financial Advisor
  • Home
  • About
  • Services
    • Financial Planning
    • Investment Management
    • Retirement Benefits
    • Business Services
  • Blog
  • Contact
  • Home
  • About
  • Services
    • Financial Planning
    • Investment Management
    • Retirement Benefits
    • Business Services
  • Blog
  • Contact

Category: Tax

2025 Tax Planning Checklist & Guide

For many, tax season has become synonymous with stress but preparing now can ease some of that burden.

What is the difference between a Tax Credit vs. Tax Deduction?

Which one is better for you?

What’s the difference between a CPA, EA or non-registered tax advisor?

Does it matter if the person who is filing your taxes is certified?

If you’re getting a tax refund, what should you do with it?

3 things you can do to get financially ahead

If I File an Extension, Can I Pay My Taxes Later?

What you need to know about filing a tax extension.

Is It Good to Get A Tax Refund?

What getting a tax refund really means.

3 Things to Know About Tax Extensions

With many reasons to file an extension, find out if you should file one.

3 Things You Need to Do Now to Prepare Your Taxes

Take yourself out for a money date to do your taxes.

Reduce Your Taxable Income by Giving Back

Sometimes it (literally) pays to give back.

4 Uncommon Items You Can Donate to Your Favorite Charity

Besides clothes and books, here are 4 uncommon items you wouldn’t think to donate.

Next →
FREE Financial Planning Calendar and Checklist
Facebook Linkedin Envelope

get around

  • Home
  • About
  • Press
  • Home
  • About
  • Press
  • Book a Free Call
  • Services
  • Contact
  • Book a Free Call
  • Services
  • Contact

work with us

  • Investment Management
  • Business Services
  • Hourly Financial Planning
  • Retirement Benefits
  • Investment Management
  • Business Services
  • Hourly Financial Planning
  • Retirement Benefits

legal

  • Disclosures, Terms, Privacy Policy
  • ADV Part 2 – Firm Brochure
  • SEC Firm Profile
  • Disclosures, Terms, Privacy Policy
  • ADV Part 2 – Firm Brochure
  • SEC Firm Profile
book a free call with our financial advisor
© 2013-2025 Capital Benchmark Partners, LLC. All Rights Reserved.