Tax Planning

Latest articles

“Married, Filing Separately”: 2026 Guide on Student Loan Payments and Your Taxes

Rob Bertman, CFA, CFP®

This May Be the Last Year to Claim Student Loan Tax Deduction

Adam S. Minsky, JD

Depreciation for Dentists: Guide for Practice Owners

Travis Hornsby, CFA®, CFP®

Amending Tax Returns from Separate to Joint for Student Loans: When and How to Do It

Travis Hornsby, CFA®, CFP®

How Student Loan Borrowers Can Use IDR Sensitive Investing to Earn More After Taxes

Travis Hornsby, CFA®, CFP®

Double Debt Strategy for Married Borrowers: When to File Separately

Caitlin See

Top Student Loan Tax Documents You Can’t Afford to Overlook

Caitlin See

Lowering Your AGI and Student Loan Payments with Municipal Bonds: A Win-Win Solution

Jared Costigan, CFP®

Top 10 Tax Deductions Physicians Often Overlook

Caitlin See